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
1051
$560 ﹤0.01%
4
1052
$556 ﹤0.01%
81
1053
$556 ﹤0.01%
16
1054
$551 ﹤0.01%
9
1055
$549 ﹤0.01%
123
1056
$548 ﹤0.01%
2
1057
$548 ﹤0.01%
17
1058
$545 ﹤0.01%
22
1059
$545 ﹤0.01%
12
1060
$543 ﹤0.01%
12
1061
$543 ﹤0.01%
5
1062
$537 ﹤0.01%
3
1063
$529 ﹤0.01%
4
1064
$528 ﹤0.01%
30
1065
$525 ﹤0.01%
14
1066
$525 ﹤0.01%
31
1067
$524 ﹤0.01%
26
1068
$522 ﹤0.01%
58
1069
$520 ﹤0.01%
11
1070
$514 ﹤0.01%
2
1071
$512 ﹤0.01%
24
1072
$512 ﹤0.01%
22
1073
$512 ﹤0.01%
17
1074
$511 ﹤0.01%
26
1075
$510 ﹤0.01%
19
41 42
43
44 45