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
276
$10K ﹤0.01%
+391
277
$10K ﹤0.01%
+373
278
$10K ﹤0.01%
+380
279
$10K ﹤0.01%
+717
280
$10K ﹤0.01%
+401
281
$9K ﹤0.01%
+323
282
$9K ﹤0.01%
+3,166
283
$8K ﹤0.01%
+328
284
$8K ﹤0.01%
+104
285
$8K ﹤0.01%
+320
286
$8K ﹤0.01%
+22
287
$8K ﹤0.01%
+291
288
$8K ﹤0.01%
+23
289
$8K ﹤0.01%
+75
290
$7K ﹤0.01%
+104
291
$7K ﹤0.01%
+560
292
$7K ﹤0.01%
+329
293
$7K ﹤0.01%
+25
294
$6K ﹤0.01%
+158
295
$6K ﹤0.01%
+145
296
$6K ﹤0.01%
+18
297
$5K ﹤0.01%
+177
298
$5K ﹤0.01%
+104
299
$5K ﹤0.01%
+180
300
$4K ﹤0.01%
+80