S

Sachetta Portfolio holdings

AUM $253M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
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
76
$512K 0.24%
3,429
77
$501K 0.24%
3,834
78
$501K 0.24%
2,521
79
$498K 0.24%
1,139
80
$497K 0.24%
5,131
81
$483K 0.23%
4,835
82
$472K 0.22%
2,886
83
$459K 0.22%
3,118
84
$447K 0.21%
1,797
85
$442K 0.21%
4,599
86
$440K 0.21%
1,072
87
$428K 0.2%
6,931
88
$423K 0.2%
8,290
89
$418K 0.2%
10,715
90
$411K 0.2%
7,000
91
$408K 0.19%
5,165
92
$408K 0.19%
19,652
93
$406K 0.19%
1,563
94
$405K 0.19%
1,706
95
$404K 0.19%
5,383
96
$387K 0.18%
1,574
97
$386K 0.18%
2,452
98
$378K 0.18%
2,028
99
$376K 0.18%
9,159
100
$376K 0.18%
1,668
2 3
4
5 6