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
$253M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.43M
3
+$1.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$686K
5
ORCL icon
Oracle
ORCL
+$572K

Top Sells

1
+$12.4M
2
+$925K
3
+$564K
4
PG icon
Procter & Gamble
PG
+$464K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K

Sector Composition

1 Technology 11.39%
2 Healthcare 4.03%
3 Financials 3.57%
4 Consumer Discretionary 2.96%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$103K 0.04%
678
-61
202
$102K 0.04%
1,973
+669
203
$101K 0.04%
504
204
$97.8K 0.04%
1,414
205
$96.7K 0.04%
1,987
206
$95.9K 0.04%
1,985
+7
207
$93.2K 0.04%
3,705
208
$93K 0.04%
896
209
$92.4K 0.04%
786
+293
210
$92.3K 0.04%
236
+37
211
$92.1K 0.04%
198
+54
212
$88.2K 0.03%
439
213
$87.9K 0.03%
2,976
+1,806
214
$86.3K 0.03%
1,579
-74
215
$83.5K 0.03%
2,058
-113
216
$83.2K 0.03%
1,054
+25
217
$83K 0.03%
1,123
-92
218
$83K 0.03%
117
-4
219
$82.6K 0.03%
+610
220
$82.4K 0.03%
506
-1
221
$80.6K 0.03%
720
+33
222
$79.5K 0.03%
220
-22
223
$79.2K 0.03%
239
-9
224
$77.5K 0.03%
499
225
$76.7K 0.03%
155
+2
7 8
9
10 11