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
1101
$298 ﹤0.01%
8
1102
$276 ﹤0.01%
6
1103
$270 ﹤0.01%
14
1104
$269 ﹤0.01%
5
1105
$260 ﹤0.01%
3
1106
$254 ﹤0.01%
2
1107
$250 ﹤0.01%
7
1108
$247 ﹤0.01%
13
1109
$245 ﹤0.01%
2
1110
$245 ﹤0.01%
4
1111
$242 ﹤0.01%
7
1112
$216 ﹤0.01%
3
1113
$216 ﹤0.01%
5
1114
$204 ﹤0.01%
2
1115
$164 ﹤0.01%
3
1116
$162 ﹤0.01%
16
1117
$153 ﹤0.01%
1
1118
$152 ﹤0.01%
20
1119
$148 ﹤0.01%
3
1120
$142 ﹤0.01%
6
1121
$141 ﹤0.01%
4
1122
$139 ﹤0.01%
1
1123
$135 ﹤0.01%
3
1124
$122 ﹤0.01%
1
1125
$117 ﹤0.01%
12
43 44
45
46 47