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
1026
$626 ﹤0.01%
10
1027
$622 ﹤0.01%
14
1028
$621 ﹤0.01%
29
1029
$619 ﹤0.01%
5
1030
$615 ﹤0.01%
9
1031
$615 ﹤0.01%
14
1032
$613 ﹤0.01%
30
1033
$612 ﹤0.01%
45
1034
$610 ﹤0.01%
13
1035
$606 ﹤0.01%
6
1036
$604 ﹤0.01%
22
1037
$600 ﹤0.01%
42
1038
$599 ﹤0.01%
6
1039
$598 ﹤0.01%
6
1040
$597 ﹤0.01%
5
1041
$597 ﹤0.01%
6
1042
$590 ﹤0.01%
72
1043
$581 ﹤0.01%
3
1044
$575 ﹤0.01%
15
1045
$575 ﹤0.01%
22
1046
$573 ﹤0.01%
37
1047
$571 ﹤0.01%
40
1048
$571 ﹤0.01%
4
1049
$567 ﹤0.01%
3
1050
$566 ﹤0.01%
32
40 41
42
43 44