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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
$538M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$3.74M
3
+$1.85M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.69M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.48M

Top Sells

1
+$3.92M
2
+$2.45M
3
+$2.45M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.12M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.09M

Sector Composition

1 Financials 7.82%
2 Technology 3.77%
3 Communication Services 1.5%
4 Healthcare 1.19%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
30
377
$3K ﹤0.01%
40
378
$3K ﹤0.01%
10
-524
379
$3K ﹤0.01%
10
-5
380
$3K ﹤0.01%
3
381
$3K ﹤0.01%
71
+31
382
$2K ﹤0.01%
50
383
$2K ﹤0.01%
22
-14
384
$2K ﹤0.01%
20
-398
385
$2K ﹤0.01%
20
-12
386
$2K ﹤0.01%
30
387
$2K ﹤0.01%
80
388
$2K ﹤0.01%
5
389
$2K ﹤0.01%
60
390
$2K ﹤0.01%
10
391
$2K ﹤0.01%
12
392
$2K ﹤0.01%
20
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$2K ﹤0.01%
20
394
$2K ﹤0.01%
35
395
$2K ﹤0.01%
10
396
$2K ﹤0.01%
30
397
$2K ﹤0.01%
53
398
$2K ﹤0.01%
50
399
$2K ﹤0.01%
35
400
$2K ﹤0.01%
80
14 15
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