SC
Sierra Capital Portfolio holdings
AUM
$866M
This Quarter Return
+4.47%
1 Year Return
+8.46%
3 Year Return
+30.37%
5 Year Return
–
10 Year Return
–
AUM
$672M
AUM Growth
+$672M
(+13%)
Cap. Flow
+$61.4M
Cap. Flow
% of AUM
9.14%
Top 10 Holdings %
Top 10 Hldgs %
31.64%
Holding
901
New
407
Increased
188
Reduced
58
Closed
50
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$8.65M |
| 2 |
Apple
AAPL
|
$5.65M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$1.17M |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$965K |
| 5 |
Palo Alto Networks
PANW
|
$903K |
Top Sells
Sector Composition
| 1 | Financials | 8.89% |
| 2 | Technology | 4.75% |
| 3 | Communication Services | 2.12% |
| 4 | Consumer Discretionary | 1.72% |
| 5 | Healthcare | 1.24% |
