S

Sachetta Portfolio holdings

AUM $184M
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$333K
3 +$314K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$253K

Sector Composition

1 Technology 5.55%
2 Financials 3.75%
3 Healthcare 2.48%
4 Consumer Discretionary 2.28%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVS icon
151
CVS Health
CVS
$120B
$86.3K 0.05%
1,202
+35
AMD icon
152
Advanced Micro Devices
AMD
$860B
$85K 0.05%
418
+1
LRCX icon
153
Lam Research
LRCX
$427B
$84K 0.05%
393
+46
ICE icon
154
Intercontinental Exchange
ICE
$80.7B
$81.9K 0.04%
520
+33
DUK icon
155
Duke Energy
DUK
$94.6B
$81.3K 0.04%
621
+19
KLAC icon
156
KLA
KLAC
$281B
$78K 0.04%
53
+2
BSV icon
157
Vanguard Short-Term Bond ETF
BSV
$44.4B
$77.4K 0.04%
987
+15
KO icon
158
Coca-Cola
KO
$333B
$75.8K 0.04%
996
+82
CSCO icon
159
Cisco
CSCO
$513B
$75.2K 0.04%
969
-92
IGIB icon
160
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$75.2K 0.04%
1,413
-62
PH icon
161
Parker-Hannifin
PH
$109B
$74.3K 0.04%
83
MRSH
162
Marsh
MRSH
$77.8B
$73.2K 0.04%
422
CMCSA icon
163
Comcast
CMCSA
$83.1B
$72.8K 0.04%
2,535
+753
ACN icon
164
Accenture
ACN
$109B
$72.1K 0.04%
364
-120
QCOM icon
165
Qualcomm
QCOM
$255B
$71.1K 0.04%
552
+134
HON icon
166
Honeywell
HON
$139B
$70.7K 0.04%
313
+40
CI icon
167
Cigna
CI
$74.5B
$70.6K 0.04%
265
+22
APH icon
168
Amphenol
APH
$181B
$69.3K 0.04%
548
+71
USB icon
169
US Bancorp
USB
$85.7B
$68.8K 0.04%
1,322
+10
MAR icon
170
Marriott International
MAR
$102B
$67.7K 0.04%
207
-260
HSY icon
171
Hershey
HSY
$36.5B
$67.6K 0.04%
325
+3
AXP icon
172
American Express
AXP
$213B
$66.7K 0.04%
221
-15
BMY icon
173
Bristol-Myers Squibb
BMY
$114B
$66.4K 0.04%
1,095
+130
SPEM icon
174
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18.1B
$66.1K 0.04%
1,409
+836
ISRG icon
175
Intuitive Surgical
ISRG
$148B
$65.5K 0.04%
142
+1