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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
626
$1K ﹤0.01%
10
627
$1K ﹤0.01%
57
-1,500
628
$1K ﹤0.01%
34
629
$1K ﹤0.01%
21
630
$1K ﹤0.01%
32
631
$1K ﹤0.01%
5
632
$1K ﹤0.01%
60
633
$1K ﹤0.01%
9
634
$1K ﹤0.01%
6
-25
635
$1K ﹤0.01%
12
636
$1K ﹤0.01%
10
637
$1K ﹤0.01%
12
638
$1K ﹤0.01%
30
639
$1K ﹤0.01%
60
640
$1K ﹤0.01%
15
641
$1K ﹤0.01%
8
642
$1K ﹤0.01%
5
643
$1K ﹤0.01%
10
-9
644
$1K ﹤0.01%
5
645
$1K ﹤0.01%
+35
646
$1K ﹤0.01%
30
647
$1K ﹤0.01%
26
648
$1K ﹤0.01%
15
649
$1K ﹤0.01%
12
650
$1K ﹤0.01%
16
-3
24 25
26
27 28