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
326
$1K ﹤0.01%
+10
327
$1K ﹤0.01%
+69
328
$1K ﹤0.01%
+76
329
$1K ﹤0.01%
+20
330
$1K ﹤0.01%
+26
331
$1K ﹤0.01%
+34
332
$0 ﹤0.01%
+5
333
$0 ﹤0.01%
+48
334
$0 ﹤0.01%
+52
335
$0 ﹤0.01%
+3