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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
476
$2K ﹤0.01%
14
-360
477
$2K ﹤0.01%
45
478
$2K ﹤0.01%
87
479
$2K ﹤0.01%
117
480
$2K ﹤0.01%
+40
481
$2K ﹤0.01%
5
482
$2K ﹤0.01%
36
483
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70
484
$2K ﹤0.01%
22
485
$2K ﹤0.01%
13
-75
486
$2K ﹤0.01%
10
-20
487
$2K ﹤0.01%
18
488
$2K ﹤0.01%
10
489
$2K ﹤0.01%
80
490
$2K ﹤0.01%
75
491
$2K ﹤0.01%
23
492
$2K ﹤0.01%
110
493
$2K ﹤0.01%
15
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$2K ﹤0.01%
15
495
$2K ﹤0.01%
80
496
$2K ﹤0.01%
15
497
$2K ﹤0.01%
10
498
$2K ﹤0.01%
90
499
$1K ﹤0.01%
43
500
$1K ﹤0.01%
39
18 19
20
21 22