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
$616M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$3.51M
3
+$3.1M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.97M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.91M

Top Sells

1
+$2.27M
2
+$1.74M
3
+$1.72M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.61M

Sector Composition

1 Financials 7.33%
2 Technology 3.52%
3 Communication Services 1.46%
4 Consumer Discretionary 1%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
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