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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
$553M
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.84M
3
+$2.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.33M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.24M

Top Sells

1
+$4.37M
2
+$2.29M
3
+$1.37M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$795K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$535K

Sector Composition

1 Financials 8.45%
2 Technology 3.95%
3 Communication Services 1.62%
4 Healthcare 1.42%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
30
427
$3K ﹤0.01%
31
428
$3K ﹤0.01%
12
+1
429
$3K ﹤0.01%
28
430
$3K ﹤0.01%
52
431
$3K ﹤0.01%
30
-5
432
$3K ﹤0.01%
26
433
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80
434
$2K ﹤0.01%
20
435
$2K ﹤0.01%
20
436
$2K ﹤0.01%
100
-60
437
$2K ﹤0.01%
35
438
$2K ﹤0.01%
31
-19
439
$2K ﹤0.01%
29
+6
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$2K ﹤0.01%
30
441
$2K ﹤0.01%
53
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35
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50
444
$2K ﹤0.01%
20
445
$2K ﹤0.01%
+32
446
$2K ﹤0.01%
15
447
$2K ﹤0.01%
50
448
$2K ﹤0.01%
25
-3
449
$2K ﹤0.01%
40
450
$2K ﹤0.01%
17
+1
16 17
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19 20