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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
501
$1K ﹤0.01%
20
-3,720
502
$1K ﹤0.01%
5
503
$1K ﹤0.01%
18
504
$1K ﹤0.01%
19
505
$1K ﹤0.01%
5
506
$1K ﹤0.01%
15
507
$1K ﹤0.01%
5
508
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+7
509
$1K ﹤0.01%
7
510
$1K ﹤0.01%
5
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511
$1K ﹤0.01%
39
512
$1K ﹤0.01%
15
-13
513
$1K ﹤0.01%
31
514
$1K ﹤0.01%
40
515
$1K ﹤0.01%
9
516
$1K ﹤0.01%
20
517
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32
-15
518
$1K ﹤0.01%
16
519
$1K ﹤0.01%
45
520
$1K ﹤0.01%
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521
$1K ﹤0.01%
12
522
$1K ﹤0.01%
30
523
$1K ﹤0.01%
30
524
$1K ﹤0.01%
23
525
$1K ﹤0.01%
+8
19 20
21
22 23