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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 40.13 | 40.29 | 0.16 |
Bonds | 67.59 | 93.54 | 25.95 |
Convertible | 1.40 | 1.40 | 0.00 |
Preferred | 3.17 | 3.17 | 0.00 |
Other | 1.14 | 1.53 | 0.39 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.74 | 16.58 |
Price to Book | 2.47 | 2.60 |
Price to Sales | 1.71 | 1.79 |
Price to Cash Flow | 10.85 | 10.07 |
Dividend Yield | 2.00 | 2.49 |
5 Years Earnings Growth | 10.10 | 10.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.58 | 22.39 |
Financial Services | 17.48 | 15.97 |
Industrials | 16.67 | 10.95 |
Consumer Cyclical | 10.78 | 10.44 |
Communication Services | 7.35 | 8.49 |
Healthcare | 6.31 | 10.43 |
Basic Materials | 5.32 | 4.42 |
Energy | 5.00 | 4.63 |
Consumer Defensive | 3.94 | 6.75 |
Utilities | 2.65 | 2.92 |
Real Estate | 1.92 | 5.08 |
Number of long holdings: 71
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PIMCO Income Instl | - | 16.99 | - | - | |
SPDR Portfolio S&P 500 | US78464A8541 | 14.15 | 78.16 | +0.55% | |
PIMCO International Bond (USD-Hdg) Instl | - | 6.78 | - | - | |
Thornburg Strategic Income I | - | 4.45 | - | - | |
Vanguard Total Bond Market | US9219378356 | 3.59 | 74.88 | -0.13% | |
Principal Spectrum Pref&Cptl Scs IncInst | - | 3.52 | - | - | |
Vanguard Growth | US9229087369 | 3.31 | 478.24 | +0.45% | |
Voya Securitized Credit I | - | 3.13 | - | - | |
iShares MSCI Intl Momentum Factor | US46434V4499 | 3.09 | 47.16 | -0.69% | |
Vanguard Mid-Cap Growth | US9229085389 | 2.95 | 289.01 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sierra Strategic Income R | 1.13B | 2.50 | 3.75 | 3.03 | ||
Sierra Strategic Income C | 77.28M | 3.97 | 0.29 | 1.78 | ||
Sierra Strategic Income Fund Classa | 24.07M | 4.56 | 0.89 | 2.39 | ||
Sierra Strategic Income I | 20.18M | 1.31 | 2.99 | 2.53 |
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