SC

Sierra Capital Portfolio holdings

AUM $866M
1-Year Est. Return 8.46%
This Quarter Est. Return
1 Year Est. Return
+8.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1 +$35.9M
2 +$19.5M
3 +$17.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.43%
2 Technology 2.93%
3 Consumer Discretionary 2.05%
4 Communication Services 1.87%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28K 0.01%
+1,029
227
$27K 0.01%
+379
228
$26K ﹤0.01%
+614
229
$26K ﹤0.01%
+962
230
$25K ﹤0.01%
+200
231
$24K ﹤0.01%
+923
232
$23K ﹤0.01%
+912
233
$22K ﹤0.01%
+1,583
234
$21K ﹤0.01%
+36
235
$21K ﹤0.01%
+307
236
$19K ﹤0.01%
+298
237
$19K ﹤0.01%
+92
238
$19K ﹤0.01%
+709
239
$18K ﹤0.01%
+257
240
$18K ﹤0.01%
+68
241
$18K ﹤0.01%
+192
242
$18K ﹤0.01%
+172
243
$17K ﹤0.01%
+324
244
$17K ﹤0.01%
+155
245
$17K ﹤0.01%
+41
246
$17K ﹤0.01%
+88
247
$16K ﹤0.01%
+33
248
$16K ﹤0.01%
+287
249
$16K ﹤0.01%
+651
250
$16K ﹤0.01%
+179