SI

Sora Investors Portfolio holdings

AUM $1.16B
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
+$25.9M
2
+$25.7M
3
+$23.9M
4
FISV
Fiserv Inc
FISV
+$20.2M
5
ASML icon
ASML
ASML
+$19.8M

Top Sells

1
+$20.1M
2
+$15.7M
3
+$15.6M
4
V icon
Visa
V
+$14.9M
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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