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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
551
$2K ﹤0.01%
+43
552
$2K ﹤0.01%
+5
553
$2K ﹤0.01%
+124
554
$2K ﹤0.01%
28
-10
555
$2K ﹤0.01%
+30
556
$2K ﹤0.01%
43
+4
557
$2K ﹤0.01%
12
-3
558
$2K ﹤0.01%
+29
559
$2K ﹤0.01%
+23
560
$2K ﹤0.01%
+14
561
$2K ﹤0.01%
+5
562
$2K ﹤0.01%
+95
563
$2K ﹤0.01%
+8
564
$2K ﹤0.01%
+12
565
$2K ﹤0.01%
+5
566
$2K ﹤0.01%
110
567
$2K ﹤0.01%
+25
568
$2K ﹤0.01%
+6
569
$2K ﹤0.01%
+30
570
$2K ﹤0.01%
+36
571
$2K ﹤0.01%
+14
572
$2K ﹤0.01%
+22
573
$2K ﹤0.01%
+10
574
$2K ﹤0.01%
+39
575
$2K ﹤0.01%
+34
21 22
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