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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
426
$2K ﹤0.01%
15
427
$2K ﹤0.01%
10
428
$2K ﹤0.01%
27
+4
429
$2K ﹤0.01%
25
430
$2K ﹤0.01%
19
431
$2K ﹤0.01%
39
432
$2K ﹤0.01%
40
433
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15
434
$2K ﹤0.01%
80
435
$2K ﹤0.01%
48
-4
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$2K ﹤0.01%
148
437
$2K ﹤0.01%
50
438
$2K ﹤0.01%
30
439
$2K ﹤0.01%
82
-6,722
440
$2K ﹤0.01%
40
441
$2K ﹤0.01%
9
442
$2K ﹤0.01%
128
443
$2K ﹤0.01%
15
444
$2K ﹤0.01%
32
445
$2K ﹤0.01%
72
446
$1K ﹤0.01%
5
447
$1K ﹤0.01%
10
448
$1K ﹤0.01%
5
-36
449
$1K ﹤0.01%
5
450
$1K ﹤0.01%
3
16 17
18
19 20