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
1076
$507 ﹤0.01%
8
1077
$501 ﹤0.01%
2
1078
$488 ﹤0.01%
17
1079
$466 ﹤0.01%
11
1080
$461 ﹤0.01%
14
1081
$455 ﹤0.01%
15
1082
$450 ﹤0.01%
10
1083
$450 ﹤0.01%
10
1084
$441 ﹤0.01%
2
1085
$439 ﹤0.01%
2
1086
$438 ﹤0.01%
10
1087
$425 ﹤0.01%
14
1088
$403 ﹤0.01%
11
1089
$390 ﹤0.01%
13
1090
$376 ﹤0.01%
2
1091
$372 ﹤0.01%
5
1092
$369 ﹤0.01%
9
1093
$351 ﹤0.01%
13
1094
$335 ﹤0.01%
1
1095
$333 ﹤0.01%
49
1096
$324 ﹤0.01%
22
1097
$319 ﹤0.01%
5
1098
$317 ﹤0.01%
1
1099
$315 ﹤0.01%
14
1100
$313 ﹤0.01%
7
42 43
44
45 46