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
$595M
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1 +$4.99M
2 +$1.52M
3 +$1.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.14M
5
BUG icon
Global X Cybersecurity ETF
BUG
+$956K

Top Sells

1 +$1.91M
2 +$1.76M
3 +$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$673K
5
XOM icon
Exxon Mobil
XOM
+$670K

Sector Composition

1 Financials 9.24%
2 Technology 3.02%
3 Communication Services 2.11%
4 Consumer Discretionary 1.67%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$18K ﹤0.01%
92
277
$18K ﹤0.01%
88
278
$18K ﹤0.01%
659
279
$17K ﹤0.01%
324
280
$17K ﹤0.01%
651
281
$17K ﹤0.01%
640
282
$17K ﹤0.01%
635
283
$16K ﹤0.01%
95
284
$16K ﹤0.01%
32
285
$16K ﹤0.01%
526
286
$16K ﹤0.01%
617
287
$15K ﹤0.01%
574
288
$15K ﹤0.01%
287
289
$15K ﹤0.01%
252
290
$15K ﹤0.01%
46
291
$14K ﹤0.01%
70
292
$14K ﹤0.01%
541
293
$13K ﹤0.01%
466
294
$13K ﹤0.01%
454
295
$13K ﹤0.01%
475
296
$13K ﹤0.01%
+54
297
$13K ﹤0.01%
590
298
$13K ﹤0.01%
80
299
$13K ﹤0.01%
900
300
$13K ﹤0.01%
469