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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
376
$3K ﹤0.01%
80
377
$3K ﹤0.01%
100
378
$3K ﹤0.01%
10
379
$3K ﹤0.01%
167
380
$3K ﹤0.01%
82
381
$3K ﹤0.01%
40
382
$3K ﹤0.01%
12
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$2K ﹤0.01%
15
384
$2K ﹤0.01%
10
385
$2K ﹤0.01%
20
386
$2K ﹤0.01%
35
387
$2K ﹤0.01%
4
+1
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$2K ﹤0.01%
10
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$2K ﹤0.01%
20
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$2K ﹤0.01%
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391
$2K ﹤0.01%
80
392
$2K ﹤0.01%
45
-5
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$2K ﹤0.01%
20
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$2K ﹤0.01%
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15
396
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50
397
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25
398
$2K ﹤0.01%
20
399
$2K ﹤0.01%
30
400
$2K ﹤0.01%
40
14 15
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