S
Sachetta Portfolio holdings
AUM
$253M
1-Year Return
13.56%
This Quarter Return
+6.34%
1 Year Return
+13.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$253M
AUM Growth
+$22.8M
(+9.9%)
Cap. Flow
-$366K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
42.76%
Holding
1,316
New
82
Increased
327
Reduced
273
Closed
101
Top Buys
| 1 |
Salesforce
CRM
|
$2.95M |
| 2 |
iShares Gold Trust
IAU
|
$1.43M |
| 3 |
Texas Instruments
TXN
|
$1.12M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$686K |
| 5 |
Oracle
ORCL
|
$572K |
Top Sells
| 1 |
Broadcom
AVGO
|
$12.4M |
| 2 |
Toast
TOST
|
$925K |
| 3 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$564K |
| 4 |
Procter & Gamble
PG
|
$464K |
| 5 |
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% |
