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SC

Sierra Capital Portfolio holdings

AUM $918M
1-Year Est. Return 8.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.75M
3
+$1.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.32M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.3M

Top Sells

1
+$5.22M
2
+$3.13M
3
+$2.92M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.89M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.92M

Sector Composition

1 Financials 7.81%
2 Technology 3.34%
3 Communication Services 1.38%
4 Healthcare 1.25%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
40
352
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35
353
$3K ﹤0.01%
20
354
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52
355
$3K ﹤0.01%
95
356
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60
357
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25
358
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20
359
$3K ﹤0.01%
100
360
$3K ﹤0.01%
228
361
$3K ﹤0.01%
80
362
$3K ﹤0.01%
91
363
$3K ﹤0.01%
30
364
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15
365
$3K ﹤0.01%
148
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$3K ﹤0.01%
5
367
$3K ﹤0.01%
41
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26
369
$3K ﹤0.01%
34
+16
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$3K ﹤0.01%
117
371
$3K ﹤0.01%
5
372
$3K ﹤0.01%
20
373
$3K ﹤0.01%
70
374
$3K ﹤0.01%
33
+20
375
$3K ﹤0.01%
15
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15
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