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
376
$7K ﹤0.01%
+13
377
$7K ﹤0.01%
511
378
$7K ﹤0.01%
+30
379
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+36
380
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+160
381
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382
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22
-13
383
$6K ﹤0.01%
+51
384
$6K ﹤0.01%
+15
385
$6K ﹤0.01%
+375
386
$6K ﹤0.01%
+27
387
$5K ﹤0.01%
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388
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396
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+156
397
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+19
398
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+17
399
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+91
400
$5K ﹤0.01%
+3