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
101
$368K 0.17%
1,863
102
$367K 0.17%
3,478
103
$356K 0.17%
3,524
104
$355K 0.17%
7,180
105
$344K 0.16%
18,596
106
$343K 0.16%
9,093
107
$340K 0.16%
6,530
108
$323K 0.15%
1,895
109
$310K 0.15%
4,001
110
$309K 0.15%
2,375
111
$306K 0.15%
12,970
112
$306K 0.15%
6,057
113
$302K 0.14%
2,161
114
$302K 0.14%
5,800
115
$295K 0.14%
356
116
$290K 0.14%
3,286
117
$287K 0.14%
3,906
118
$281K 0.13%
2,455
119
$280K 0.13%
3,993
120
$275K 0.13%
1,127
121
$263K 0.12%
4,459
122
$255K 0.12%
1,336
123
$254K 0.12%
2,557
+15
124
$252K 0.12%
5,747
125
$249K 0.12%
4,500
3 4
5
6 7