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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
401
$2K ﹤0.01%
50
402
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403
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32
404
$2K ﹤0.01%
5
-113
405
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15
406
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52
407
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70
408
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75
409
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32
410
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30
411
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412
$2K ﹤0.01%
50
413
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414
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$2K ﹤0.01%
5
416
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25
417
$2K ﹤0.01%
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420
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421
$2K ﹤0.01%
5
422
$2K ﹤0.01%
34
-1
423
$2K ﹤0.01%
36
424
$2K ﹤0.01%
70
425
$2K ﹤0.01%
35
-4,574
15 16
17
18 19