S

Sachetta Portfolio holdings

AUM $269M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$6.06K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$1.49K
2
+$1.49K
3
+$955
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$696
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$556

Top Sells

1
+$4.97M
2
+$255K
3
+$4.54K
4
FLEX icon
Flex
FLEX
+$1.77K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.22K

Sector Composition

1 Technology 9.32%
2 Healthcare 3.78%
3 Financials 3.16%
4 Consumer Discretionary 2.91%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1.17K ﹤0.01%
192
877
$1.17K ﹤0.01%
47
878
$1.17K ﹤0.01%
78
879
$1.17K ﹤0.01%
28
880
$1.15K ﹤0.01%
27
881
$1.15K ﹤0.01%
28
882
$1.15K ﹤0.01%
20
883
$1.15K ﹤0.01%
76
884
$1.14K ﹤0.01%
20
885
$1.13K ﹤0.01%
2
886
$1.12K ﹤0.01%
67
887
$1.11K ﹤0.01%
21
888
$1.11K ﹤0.01%
11
889
$1.11K ﹤0.01%
30
890
$1.1K ﹤0.01%
7
891
$1.08K ﹤0.01%
19
892
$1.08K ﹤0.01%
14
893
$1.07K ﹤0.01%
61
894
$1.07K ﹤0.01%
243
895
$1.06K ﹤0.01%
120
896
$1.06K ﹤0.01%
55
897
$1.06K ﹤0.01%
3
898
$1.05K ﹤0.01%
7
899
$1.05K ﹤0.01%
141
900
$1.04K ﹤0.01%
52
34 35
36
37 38