S

Sachetta Portfolio holdings

AUM $183M
1-Year Est. Return 17.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.3%
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
+$1.5K
2
+$1.47K
3
+$1K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$711
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$551

Top Sells

1
+$1.02M
2
+$92.3K
3
+$1.52K
4
COO icon
Cooper Companies
COO
+$1.16K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$626

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
951
$844 ﹤0.01%
15
952
$844 ﹤0.01%
96
953
$844 ﹤0.01%
13
954
$843 ﹤0.01%
9
955
$842 ﹤0.01%
22
956
$842 ﹤0.01%
126
957
$838 ﹤0.01%
6
958
$837 ﹤0.01%
2
959
$835 ﹤0.01%
19
960
$835 ﹤0.01%
9
961
$835 ﹤0.01%
5
962
$818 ﹤0.01%
9
963
$816 ﹤0.01%
24
964
$816 ﹤0.01%
57
965
$815 ﹤0.01%
24
966
$812 ﹤0.01%
8
967
$811 ﹤0.01%
11
968
$809 ﹤0.01%
4
969
$809 ﹤0.01%
31
970
$798 ﹤0.01%
2
971
$796 ﹤0.01%
12
972
$792 ﹤0.01%
4
973
$787 ﹤0.01%
34
974
$786 ﹤0.01%
31
975
$783 ﹤0.01%
11
37 38
39
40 41