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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
426
$2K ﹤0.01%
31
-4
427
$2K ﹤0.01%
5
428
$2K ﹤0.01%
180
-252
429
$2K ﹤0.01%
10
430
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-15
431
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53
432
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128
433
$2K ﹤0.01%
5
434
$2K ﹤0.01%
32
435
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32
436
$2K ﹤0.01%
25
-66
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$2K ﹤0.01%
50
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$1K ﹤0.01%
10
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$1K ﹤0.01%
5
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$1K ﹤0.01%
5
441
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-14
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$1K ﹤0.01%
10
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$1K ﹤0.01%
89
444
$1K ﹤0.01%
10
445
$1K ﹤0.01%
30
-6
446
$1K ﹤0.01%
35
447
$1K ﹤0.01%
5
448
$1K ﹤0.01%
5
449
$1K ﹤0.01%
13
450
$1K ﹤0.01%
8
16 17
18
19 20