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
901
$1.04K ﹤0.01%
34
902
$1.04K ﹤0.01%
35
903
$1.03K ﹤0.01%
28
904
$1.03K ﹤0.01%
57
905
$1.02K ﹤0.01%
30
906
$1.01K ﹤0.01%
28
907
$1.01K ﹤0.01%
10
908
$1K ﹤0.01%
51
909
$987 ﹤0.01%
3
910
$983 ﹤0.01%
51
911
$980 ﹤0.01%
20
912
$976 ﹤0.01%
50
913
$973 ﹤0.01%
5
914
$972 ﹤0.01%
99
915
$965 ﹤0.01%
282
916
$962 ﹤0.01%
13
917
$960 ﹤0.01%
50
918
$954 ﹤0.01%
11
919
$952 ﹤0.01%
11
920
$941 ﹤0.01%
24
921
$919 ﹤0.01%
11
922
$918 ﹤0.01%
15
923
$911 ﹤0.01%
43
924
$910 ﹤0.01%
5
925
$899 ﹤0.01%
23
35 36
37
38 39