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
$573M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$20.4M
3
+$18.8M
4
NVDA icon
NVIDIA
NVDA
+$17.7M
5
EQIX icon
Equinix
EQIX
+$16.4M

Top Sells

1
+$26.1M
2
+$17.5M
3
+$17.5M
4
ZBRA icon
Zebra Technologies
ZBRA
+$17M
5
OLED icon
Universal Display
OLED
+$16.2M

Sector Composition

1 Technology 62.35%
2 Financials 12.15%
3 Communication Services 11.53%
4 Real Estate 6.2%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,000
77
– –
-250,000
78
– –
-135,000
79
– –
-500,000
80
– –
-75,000
1 2 3
4