S

Sachetta Portfolio holdings

AUM $183M
1-Year Est. Return 17.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.3%
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 Sells

1 +$1.02M
2 +$92.3K
3 +$1.52K
4
COO icon
Cooper Companies
COO
+$1.16K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$626

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
1151
$1 ﹤0.01%
+1