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 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
151
$170K 0.08%
2,248
152
$168K 0.08%
4,173
153
$167K 0.08%
1,635
154
$166K 0.08%
1,814
155
$163K 0.08%
779
156
$158K 0.07%
3,712
157
$157K 0.07%
3,100
158
$149K 0.07%
1,344
159
$148K 0.07%
3,670
160
$147K 0.07%
3,489
161
$147K 0.07%
1,998
162
$146K 0.07%
3,224
163
$134K 0.06%
4,668
164
$133K 0.06%
429
165
$130K 0.06%
1,376
166
$130K 0.06%
1,539
167
$127K 0.06%
807
-1,614
168
$124K 0.06%
2,856
169
$120K 0.06%
729
170
$117K 0.06%
1,792
171
$114K 0.05%
764
172
$113K 0.05%
242
173
$113K 0.05%
432
174
$112K 0.05%
332
175
$110K 0.05%
507