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
1001
$710 ﹤0.01%
4
1002
$707 ﹤0.01%
9
1003
$704 ﹤0.01%
31
1004
$704 ﹤0.01%
5
1005
$697 ﹤0.01%
37
1006
$693 ﹤0.01%
13
1007
$685 ﹤0.01%
10
1008
$683 ﹤0.01%
3
1009
$681 ﹤0.01%
62
1010
$674 ﹤0.01%
9
1011
$666 ﹤0.01%
7
1012
$666 ﹤0.01%
4
1013
$662 ﹤0.01%
16
1014
$661 ﹤0.01%
35
1015
$653 ﹤0.01%
29
1016
$650 ﹤0.01%
4
1017
$648 ﹤0.01%
2
1018
$648 ﹤0.01%
15
1019
$646 ﹤0.01%
2
1020
$641 ﹤0.01%
3
1021
$638 ﹤0.01%
11
1022
$638 ﹤0.01%
37
1023
$631 ﹤0.01%
20
1024
$630 ﹤0.01%
15
1025
$627 ﹤0.01%
12
39 40
41
42 43