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
926
$897 ﹤0.01%
16
927
$893 ﹤0.01%
3
928
$889 ﹤0.01%
96
929
$889 ﹤0.01%
6
930
$888 ﹤0.01%
16
931
$886 ﹤0.01%
60
932
$885 ﹤0.01%
9
933
$879 ﹤0.01%
3
934
$876 ﹤0.01%
16
935
$875 ﹤0.01%
8
936
$873 ﹤0.01%
5
937
$870 ﹤0.01%
4
938
$868 ﹤0.01%
23
939
$868 ﹤0.01%
4
940
$865 ﹤0.01%
20
941
$864 ﹤0.01%
38
942
$864 ﹤0.01%
4
943
$862 ﹤0.01%
4
944
$862 ﹤0.01%
12
945
$855 ﹤0.01%
7
946
$854 ﹤0.01%
43
947
$853 ﹤0.01%
7
948
$850 ﹤0.01%
26
949
$849 ﹤0.01%
21
950
$848 ﹤0.01%
3
36 37
38
39 40