SI

Sora Investors Portfolio holdings

AUM $1.11B
1-Year Est. Return 21.77%
This Quarter Est. Return
1 Year Est. Return
+21.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$593M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$27.4M
3
+$27.3M
4
ASML icon
ASML
ASML
+$22.7M
5
FI icon
Fiserv
FI
+$21.9M

Top Sells

1
+$20.1M
2
+$15.8M
3
+$15.7M
4
ANET icon
Arista Networks
ANET
+$15.6M
5
LRCX icon
Lam Research
LRCX
+$13.8M

Sector Composition

1 Technology 68.71%
2 Communication Services 10.36%
3 Consumer Discretionary 9.41%
4 Financials 8.31%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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