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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 3.62 | 5.92 | 2.30 |
Bonds | 99.69 | 134.68 | 34.99 |
Convertible | 3.50 | 3.50 | 0.00 |
Preferred | 5.81 | 5.81 | 0.00 |
Other | 0.51 | 1.12 | 0.61 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.08 | 20.18 |
Price to Book | 2.33 | 1.80 |
Price to Sales | 0.65 | 1.72 |
Price to Cash Flow | 6.43 | 7.92 |
Dividend Yield | 5.03 | 5.26 |
5 Years Earnings Growth | 10.44 | 10.73 |
Name | Net % | Category Average |
---|---|---|
Energy | 76.62 | 33.39 |
Utilities | 5.79 | 16.33 |
Consumer Cyclical | 4.74 | 8.17 |
Communication Services | 3.44 | 13.78 |
Healthcare | 2.13 | 8.06 |
Financial Services | 2.12 | 31.52 |
Technology | 1.98 | -3.63 |
Real Estate | 1.91 | 15.42 |
Consumer Defensive | 1.03 | 20.09 |
Industrials | 0.13 | 13.67 |
Basic Materials | 0.12 | 29.68 |
Number of long holdings: 78
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PIMCO Income Instl | - | 12.08 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 10.19 | 94.27 | -0.25% | |
PIMCO Total Return Instl | - | 8.85 | - | - | |
Nuveen High Yield Municipal Bond I | - | 7.58 | - | - | |
BlackRock Strategic Income Opps Instl | - | 5.91 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 4.99 | - | - | |
BlackRock Systematic Multi-Strat Instl | - | 3.82 | - | - | |
PIMCO Investment Grade Credit Bond Instl | - | 3.61 | - | - | |
Janus Henderson AAA CLO ETF | - | 2.71 | - | - | |
Principal Spectrum Pref&Cptl Scs IncInst | - | 2.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sierra Core Retirement R | 569.83M | 3.71 | -0.09 | 1.96 | ||
Sierra Strategic Income C | 96.29M | -0.05 | -1.16 | 1.84 | ||
Sierra Strategic Income I | 39.06M | 0.05 | -0.56 | 2.45 | ||
Sierra Strategic Income Fund Classa | 31.8M | 0.05 | -0.56 | 2.45 |
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