SC
Sierra Capital Portfolio holdings
AUM
$866M
1-Year Est. Return
8.46%
1 Year Est. Return
+8.46%
AUM
$830M
AUM Growth
-$13.3M
(-1.6%)
Holding
203
Top Buys
| 1 | +$3.2M | |
| 2 | +$1.6M | |
| 3 | +$1.05M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$887K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$879K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.44M | |
| 3 | +$839K | |
| 4 |
Mastercard
MA
|
+$812K |
| 5 |
Accenture
ACN
|
+$784K |
Sector Composition
| 1 | Financials | 7.97% |
| 2 | Technology | 4.75% |
| 3 | Communication Services | 2.34% |
| 4 | Consumer Discretionary | 1.86% |
| 5 | Energy | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
HCA Healthcare
HCA
$107B
| – | – |
-969
|
|
||
127
iShares Europe ETF
IEV
$2.26B
| – | – |
-5,002
|
|
||
128
Gartner
IT
$16.7B
| – | – |
-1,561
|
|
||
129
Nike
NKE
$93.7B
| – | – |
-2,905
|
|
||
130
Invesco Preferred ETF
PGX
$3.9B
| – | – |
-15,343
|
|
||
|
XYZ
131
Block Inc
XYZ
$40B
| – | – |
-2,386
|
|