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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
$634M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$2.07M
3
+$1.98M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.27M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1M

Top Sells

1
+$3.94M
2
+$2.86M
3
+$1.39M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.12M

Sector Composition

1 Financials 9.13%
2 Technology 4.42%
3 Communication Services 1.86%
4 Consumer Discretionary 1.64%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
20
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7
603
$1K ﹤0.01%
43
604
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15
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10
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5
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$1K ﹤0.01%
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6
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10
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+22
615
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23
616
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35
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5
619
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10
621
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-3
622
$1K ﹤0.01%
114
+4
623
$1K ﹤0.01%
6
624
$1K ﹤0.01%
5
625
$1K ﹤0.01%
28
23 24
25
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