NAV as of 5/29/2023

1 Day NAV Change as of 5/29/2023

NAV Total Return as of 5/29/2023

SHOW NAV TOTAL RETURN INFO +

Inception Date: March 31, 2023

YTD (year to date) is a period, starting from the beginning of the current calendar year, and continuing up to the prior day's close.

YTD (year to date) is a period, starting from the beginning of the current calendar year, and continuing up to the prior day's close.

OVERVIEW

ASSET ALLOCATIONS

HOLDINGS

RESOURCES

OverviewBack To Top

INVESTMENT OBJECTIVES

The Sierra Tactical Risk Spectrum 70 Fund aims to provide investors a globally unconstrained, tactically managed, balanced portfolio that averages 50% to 70% in equities over a three-year period. Utilizing Sierra’s proprietary investment disciplines, the Fund’s portfolio will be constructed by quantitatively analyzing mutual funds and ETFs to identify those that exhibit the most attractive positive trends for purchase. In times of elevated market volatility, the strategy has the ability to hold up to 100% cash, as needed. Sierra has utilized these disciplines for constructing portfolios for more than 35 years.

PROFILE

Experienced Investment Team
Managed by an investment team with more than 70 years of collective experience managing private accounts in the same investment style.

Well-Proven Risk Limiting Discipline
Trailing stops are manually implemented under every individual holding, and are manually reviewed daily, in order to moderate any sustained losses to the portfolio.

Access to Institutional Money Managers
By utilizing multiple leading institutional money managers, Sierra provides another level of broad diversification and expertise in their investment styles.

Asset AllocationsBack To Top

Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.

MONTHLY ALLOCATION POSITIONS

Allocations are subject to change.


HoldingsBack To Top

AS OF

Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy an individual security.

ResourcesBack To Top

May 2023 Commentary on the Fed

Historical Correlation of Stocks and Bonds

Press Release: Sierra Tactical Risk Spectrum 70 Fund

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