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
976
$781 ﹤0.01%
72
977
$778 ﹤0.01%
12
978
$778 ﹤0.01%
17
979
$776 ﹤0.01%
6
980
$776 ﹤0.01%
12
981
$772 ﹤0.01%
6
982
$769 ﹤0.01%
22
983
$766 ﹤0.01%
15
984
$765 ﹤0.01%
301
985
$762 ﹤0.01%
3
986
$759 ﹤0.01%
11
987
$758 ﹤0.01%
10
988
$757 ﹤0.01%
7
989
$755 ﹤0.01%
13
990
$755 ﹤0.01%
3
991
$746 ﹤0.01%
405
992
$746 ﹤0.01%
31
993
$739 ﹤0.01%
24
994
$734 ﹤0.01%
12
995
$731 ﹤0.01%
49
996
$727 ﹤0.01%
20
997
$716 ﹤0.01%
4
998
$714 ﹤0.01%
2
999
$713 ﹤0.01%
14
1000
$712 ﹤0.01%
20
38 39
40
41 42