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
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.43M
3
+$1.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$686K
5
ORCL icon
Oracle
ORCL
+$572K

Top Sells

1
+$12.4M
2
+$925K
3
+$564K
4
PG icon
Procter & Gamble
PG
+$464K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K

Sector Composition

1 Technology 11.39%
2 Healthcare 4.03%
3 Financials 3.57%
4 Consumer Discretionary 2.96%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1.49K ﹤0.01%
36
952
$1.49K ﹤0.01%
35
953
$1.48K ﹤0.01%
3
954
$1.48K ﹤0.01%
49
955
$1.47K ﹤0.01%
12
956
$1.47K ﹤0.01%
104
-2
957
$1.47K ﹤0.01%
36
958
$1.46K ﹤0.01%
87
959
$1.46K ﹤0.01%
48
960
$1.45K ﹤0.01%
126
961
$1.45K ﹤0.01%
5
962
$1.45K ﹤0.01%
5
-7
963
$1.44K ﹤0.01%
138
-116
964
$1.44K ﹤0.01%
46
+4
965
$1.42K ﹤0.01%
13
-9
966
$1.41K ﹤0.01%
+16
967
$1.41K ﹤0.01%
29
968
$1.41K ﹤0.01%
23
969
$1.39K ﹤0.01%
7
970
$1.39K ﹤0.01%
23
971
$1.38K ﹤0.01%
12
972
$1.38K ﹤0.01%
20
973
$1.37K ﹤0.01%
16
-4
974
$1.37K ﹤0.01%
28
-13
975
$1.37K ﹤0.01%
22
+1
37 38
39
40 41