SC

Sierra Capital Portfolio holdings

AUM $945M
1-Year Est. Return 9.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.32%
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 Sells

No sells this quarter

Sector Composition

1 Financials 8.43%
2 Technology 2.93%
3 Consumer Discretionary 2.05%
4 Communication Services 1.88%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1K ﹤0.01%
+76
327
$1K ﹤0.01%
+20
328
$1K ﹤0.01%
+26
329
$1K ﹤0.01%
+34
330
$0 ﹤0.01%
+52
331
$0 ﹤0.01%
+3
332
$0 ﹤0.01%
+5
333
$0 ﹤0.01%
+48