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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
626
$1K ﹤0.01%
+10
627
$1K ﹤0.01%
+5
628
$1K ﹤0.01%
+10
629
$1K ﹤0.01%
+5
630
$1K ﹤0.01%
+28
631
$1K ﹤0.01%
+15
632
$1K ﹤0.01%
+5
633
$1K ﹤0.01%
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634
$1K ﹤0.01%
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635
$1K ﹤0.01%
+10
636
$1K ﹤0.01%
+5
637
$1K ﹤0.01%
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638
$1K ﹤0.01%
+21
639
$1K ﹤0.01%
+32
640
$1K ﹤0.01%
+5
641
$1K ﹤0.01%
+30
642
$1K ﹤0.01%
26
643
$1K ﹤0.01%
+15
644
$1K ﹤0.01%
+60
645
$1K ﹤0.01%
34
646
$1K ﹤0.01%
+9
647
$1K ﹤0.01%
+15
648
$1K ﹤0.01%
+10
649
$1K ﹤0.01%
+15
650
$1K ﹤0.01%
+10
24 25
26
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