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
$244M
AUM Growth
-$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Sells

1 +$2.98M
2 +$531K
3 +$461K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$354K
5
MSFT icon
Microsoft
MSFT
+$198K

Sector Composition

1 Technology 10.37%
2 Financials 3.74%
3 Healthcare 3.47%
4 Consumer Discretionary 2.71%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SMAR
1226
DELISTED
Smartsheet Inc.
SMAR
-38