S

Sachetta Portfolio holdings

AUM $184M
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$333K
3 +$314K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$253K

Sector Composition

1 Technology 5.55%
2 Financials 3.75%
3 Healthcare 2.48%
4 Consumer Discretionary 2.28%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LYFT icon
926
Lyft
LYFT
$5.36B
$1.66K ﹤0.01%
+125
AA icon
927
Alcoa
AA
$20.6B
$1.66K ﹤0.01%
+25
OKTA icon
928
Okta
OKTA
$21.5B
$1.65K ﹤0.01%
21
AMH icon
929
American Homes 4 Rent
AMH
$11.9B
$1.65K ﹤0.01%
+59
BILL icon
930
BILL Holdings
BILL
$3.58B
$1.65K ﹤0.01%
43
+31
TDC icon
931
Teradata
TDC
$3.28B
$1.64K ﹤0.01%
64
ADC icon
932
Agree Realty
ADC
$8.68B
$1.6K ﹤0.01%
22
CPRI icon
933
Capri Holdings
CPRI
$2.17B
$1.57K ﹤0.01%
89
PLNT icon
934
Planet Fitness
PLNT
$4.06B
$1.56K ﹤0.01%
21
YETI icon
935
Yeti Holdings
YETI
$3.62B
$1.54K ﹤0.01%
42
MPT
936
Medical Properties Trust
MPT
$3B
$1.53K ﹤0.01%
328
LAMR icon
937
Lamar Advertising Co
LAMR
$15.3B
$1.52K ﹤0.01%
12
+5
LECO icon
938
Lincoln Electric
LECO
$14.5B
$1.5K ﹤0.01%
6
+2
FTV icon
939
Fortive
FTV
$18.7B
$1.49K ﹤0.01%
27
JEF icon
940
Jefferies Financial Group
JEF
$11.3B
$1.49K ﹤0.01%
36
+1
PRU icon
941
Prudential Financial
PRU
$35.9B
$1.47K ﹤0.01%
15
SMG icon
942
ScottsMiracle-Gro
SMG
$3.31B
$1.46K ﹤0.01%
24
MRCY icon
943
Mercury Systems
MRCY
$7.07B
$1.46K ﹤0.01%
20
CLH icon
944
Clean Harbors
CLH
$15.2B
$1.43K ﹤0.01%
5
OPCH icon
945
Option Care Health
OPCH
$3.15B
$1.43K ﹤0.01%
53
HUN icon
946
Huntsman Corp
HUN
$2.5B
$1.41K ﹤0.01%
106
NEO icon
947
NeoGenomics
NEO
$1.47B
$1.41K ﹤0.01%
190
BLD icon
948
TopBuild
BLD
$11.4B
$1.41K ﹤0.01%
4
SHC icon
949
Sotera Health
SHC
$4.44B
$1.41K ﹤0.01%
98
ETSY icon
950
Etsy
ETSY
$6.36B
$1.4K ﹤0.01%
28