S

Sachetta Portfolio holdings

AUM $269M
1-Year Est. Return 14.69%
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.19M
3 +$778K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$735K
5
IYH icon
iShares US Healthcare ETF
IYH
+$585K

Top Sells

1 +$2.36M
2 +$1.66M
3 +$1.66M
4
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$1.17M
5
TXN icon
Texas Instruments
TXN
+$1.09M

Sector Composition

1 Technology 11.05%
2 Financials 3.74%
3 Healthcare 2.89%
4 Consumer Discretionary 2.59%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CLVT icon
876
Clarivate
CLVT
$2.45B
$1.57K ﹤0.01%
+366
CPRT icon
877
Copart
CPRT
$42.7B
$1.57K ﹤0.01%
32
-16
ZS icon
878
Zscaler
ZS
$52.1B
$1.57K ﹤0.01%
5
MIN
879
MFS Intermediate Income Trust
MIN
$297M
$1.54K ﹤0.01%
567
SPOT icon
880
Spotify
SPOT
$134B
$1.53K ﹤0.01%
2
LITE icon
881
Lumentum
LITE
$14.1B
$1.52K ﹤0.01%
16
FLS icon
882
Flowserve
FLS
$6.89B
$1.52K ﹤0.01%
+29
RH icon
883
RH
RH
$3.62B
$1.51K ﹤0.01%
+8
EMN icon
884
Eastman Chemical
EMN
$7.28B
$1.51K ﹤0.01%
20
-7
PSN icon
885
Parsons
PSN
$8.91B
$1.51K ﹤0.01%
+21
AYI icon
886
Acuity Brands
AYI
$11.1B
$1.49K ﹤0.01%
+5
EXAS icon
887
Exact Sciences
EXAS
$12B
$1.49K ﹤0.01%
28
-2
NVST icon
888
Envista
NVST
$3.33B
$1.49K ﹤0.01%
+76
KMX icon
889
CarMax
KMX
$6.53B
$1.48K ﹤0.01%
22
CZR icon
890
Caesars Entertainment
CZR
$4.59B
$1.48K ﹤0.01%
+52
RNG icon
891
RingCentral
RNG
$2.76B
$1.48K ﹤0.01%
+52
BWA icon
892
BorgWarner
BWA
$9.42B
$1.47K ﹤0.01%
44
-98
SLAB icon
893
Silicon Laboratories
SLAB
$4.49B
$1.47K ﹤0.01%
10
-20
ACM icon
894
Aecom
ACM
$17.5B
$1.47K ﹤0.01%
13
AWI icon
895
Armstrong World Industries
AWI
$8.37B
$1.46K ﹤0.01%
9
GT icon
896
Goodyear
GT
$2.03B
$1.45K ﹤0.01%
+140
KNSL icon
897
Kinsale Capital Group
KNSL
$9.77B
$1.45K ﹤0.01%
+3
WLK icon
898
Westlake Corp
WLK
$9.8B
$1.44K ﹤0.01%
19
+8
BRKR icon
899
Bruker
BRKR
$5.87B
$1.44K ﹤0.01%
35
+23
STE icon
900
Steris
STE
$23.8B
$1.44K ﹤0.01%
6