We are live on ! Find out more
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
451
$2K ﹤0.01%
52
452
$2K ﹤0.01%
10
-9
453
$2K ﹤0.01%
70
454
$2K ﹤0.01%
25
455
$2K ﹤0.01%
19
456
$2K ﹤0.01%
9
457
$2K ﹤0.01%
128
458
$2K ﹤0.01%
47
-10
459
$2K ﹤0.01%
5
460
$2K ﹤0.01%
10
461
$2K ﹤0.01%
12
-12
462
$2K ﹤0.01%
15
463
$2K ﹤0.01%
32
464
$2K ﹤0.01%
148
-227
465
$2K ﹤0.01%
32
466
$2K ﹤0.01%
21
467
$2K ﹤0.01%
30
468
$2K ﹤0.01%
50
469
$2K ﹤0.01%
45
-14
470
$2K ﹤0.01%
10
-7
471
$2K ﹤0.01%
40
472
$2K ﹤0.01%
140
-160
473
$2K ﹤0.01%
5
474
$2K ﹤0.01%
25
-10
475
$2K ﹤0.01%
34
17 18
19
20 21