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SC

Sierra Capital Portfolio holdings

AUM $918M
1-Year Est. Return 8.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.25%
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
902
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$5.02M
3
+$1.16M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$964K
5
PANW icon
Palo Alto Networks
PANW
+$842K

Top Sells

1
+$2.71M
2
+$2.32M
3
+$1.48M
4
UFOX
Defiance Connective Technologies ETF
UFOX
+$1.34M
5
MFIC icon
MidCap Financial Investment
MFIC
+$877K

Sector Composition

1 Financials 8.89%
2 Technology 4.75%
3 Communication Services 2.12%
4 Consumer Discretionary 1.7%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
+85
502
$3K ﹤0.01%
+50
503
$2K ﹤0.01%
+15
504
$2K ﹤0.01%
+7
505
$2K ﹤0.01%
83
506
$2K ﹤0.01%
+20
507
$2K ﹤0.01%
+13
508
$2K ﹤0.01%
+17
509
$2K ﹤0.01%
89
510
$2K ﹤0.01%
+22
511
$2K ﹤0.01%
+10
512
$2K ﹤0.01%
+21
513
$2K ﹤0.01%
+50
514
$2K ﹤0.01%
+35
515
$2K ﹤0.01%
+23
516
$2K ﹤0.01%
+6
517
$2K ﹤0.01%
+31
518
$2K ﹤0.01%
+20
519
$2K ﹤0.01%
+50
520
$2K ﹤0.01%
+14
521
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+15
522
$2K ﹤0.01%
+6
523
$2K ﹤0.01%
+32
524
$2K ﹤0.01%
+9
525
$2K ﹤0.01%
+20
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