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
$672M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1 +$8.65M
2 +$5.65M
3 +$1.17M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$965K
5
PANW icon
Palo Alto Networks
PANW
+$903K

Sector Composition

1 Financials 8.89%
2 Technology 4.75%
3 Communication Services 2.12%
4 Consumer Discretionary 1.72%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$10K ﹤0.01%
+103
352
$10K ﹤0.01%
291
353
$10K ﹤0.01%
+88
354
$10K ﹤0.01%
+93
355
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+27
356
$9K ﹤0.01%
164
+60
357
$9K ﹤0.01%
+332
358
$9K ﹤0.01%
+50
359
$9K ﹤0.01%
333
360
$9K ﹤0.01%
181
-71
361
$9K ﹤0.01%
30
+5
362
$8K ﹤0.01%
+44
363
$8K ﹤0.01%
192
+34
364
$8K ﹤0.01%
+70
365
$8K ﹤0.01%
+25
366
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+20
367
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224
+12
369
$8K ﹤0.01%
+25
370
$8K ﹤0.01%
+30
371
$8K ﹤0.01%
+110
372
$7K ﹤0.01%
+10
373
$7K ﹤0.01%
+30
374
$7K ﹤0.01%
193
+48
375
$7K ﹤0.01%
+105