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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
476
$1K ﹤0.01%
5
477
$1K ﹤0.01%
5
478
$1K ﹤0.01%
115
479
$1K ﹤0.01%
80
+20
480
$1K ﹤0.01%
6
481
$1K ﹤0.01%
25
482
$1K ﹤0.01%
11
483
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7
484
$1K ﹤0.01%
22
485
$1K ﹤0.01%
+33
486
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39
487
$1K ﹤0.01%
15
488
$1K ﹤0.01%
5
489
$1K ﹤0.01%
31
490
$1K ﹤0.01%
18
491
$1K ﹤0.01%
19
492
$1K ﹤0.01%
5
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27
494
$1K ﹤0.01%
45
495
$1K ﹤0.01%
19
496
$1K ﹤0.01%
68
497
$1K ﹤0.01%
30
498
$1K ﹤0.01%
58
499
$1K ﹤0.01%
9
+3
500
$1K ﹤0.01%
26
18 19
20
21 22