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
TMO icon
176
Thermo Fisher Scientific
TMO
$179B
$64.9K 0.04%
132
+15
DCI icon
177
Donaldson
DCI
$9.73B
$64.8K 0.04%
+764
VLO icon
178
Valero Energy
VLO
$76.9B
$64.7K 0.04%
262
+24
LMT icon
179
Lockheed Martin
LMT
$120B
$62.5K 0.03%
103
+29
ECL icon
180
Ecolab
ECL
$71.6B
$62.1K 0.03%
234
-3
PM icon
181
Philip Morris
PM
$273B
$61.6K 0.03%
372
+44
INTC icon
182
Intel
INTC
$562B
$61.4K 0.03%
1,390
+395
DHR icon
183
Danaher
DHR
$132B
$61K 0.03%
321
+14
DELL icon
184
Dell
DELL
$274B
$59.9K 0.03%
365
+30
XLV icon
185
State Street Health Care Select Sector SPDR ETF
XLV
$39B
$59.6K 0.03%
406
NRG icon
186
NRG Energy
NRG
$28.1B
$58.5K 0.03%
400
+21
GLW icon
187
Corning
GLW
$170B
$58.3K 0.03%
429
+5
COP icon
188
ConocoPhillips
COP
$145B
$57.9K 0.03%
438
+122
PEP icon
189
PepsiCo
PEP
$194B
$57.4K 0.03%
370
-130
CB icon
190
Chubb
CB
$122B
$56.7K 0.03%
174
+6
SAM icon
191
Boston Beer
SAM
$1.68B
$56.4K 0.03%
245
FE icon
192
FirstEnergy
FE
$26.4B
$56K 0.03%
1,105
+86
COF icon
193
Capital One
COF
$114B
$55.6K 0.03%
305
+12
EEM icon
194
iShares MSCI Emerging Markets ETF
EEM
$30.6B
$55.1K 0.03%
970
+440
EMR icon
195
Emerson Electric
EMR
$79.6B
$53.8K 0.03%
411
+7
EBC icon
196
Eastern Bankshares
EBC
$4.32B
$51.9K 0.03%
2,652
+18
FDX icon
197
FedEx
FDX
$78.3B
$51.8K 0.03%
145
+5
TGT icon
198
Target
TGT
$56.3B
$51.8K 0.03%
427
+25
LIN icon
199
Linde
LIN
$235B
$51.7K 0.03%
104
+39
BA icon
200
Boeing
BA
$171B
$51.2K 0.03%
257
+13