SSA
Sierra Summit Advisors Portfolio holdings
AUM
$656M
1-Year Est. Return
58.31%
1 Year Est. Return
+58.31%
AUM
$656M
AUM Growth
+$94.3M
(+17%)
Holding
221
Top Buys
| 1 | +$17.5M | |
| 2 | +$11.4M | |
| 3 | +$9.9M | |
| 4 |
Applovin
APP
|
+$8.32M |
| 5 |
Coinbase
COIN
|
+$6.85M |
Top Sells
| 1 | +$12.5M | |
| 2 | +$11.1M | |
| 3 | +$11M | |
| 4 |
Corebridge Financial
CRBG
|
+$9.6M |
| 5 |
Nasdaq
NDAQ
|
+$6.49M |
Sector Composition
| 1 | Technology | 28.41% |
| 2 | Financials | 14.73% |
| 3 | Consumer Discretionary | 14.52% |
| 4 | Communication Services | 12.5% |
| 5 | Industrials | 12.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.41T
| $40.6M | 6.19% |
217,762
-454
|
|
||
2
Apple
AAPL
$4.23T
| $27.5M | 4.19% |
108,016
-4,626
|
|
||
3
Tesla
TSLA
$1.43T
| $22.1M | 3.36% |
49,636
-2,487
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.81T
| $20.2M | 3.08% |
83,215
-16,332
|
|
||
5
Robinhood
HOOD
$113B
| $19.9M | 3.04% |
139,179
-44,980
|
|
||
6
GE Vernova
GEV
$163B
| $19.7M | 3% |
31,975
+1,421
|
|
||
7
Astera Labs
ALAB
$24.1B
| $18.6M | 2.84% |
95,055
-15,919
|
|
||
8
Citigroup
C
$185B
| $18M | 2.74% |
177,087
-713
|
|
||
9
Rocket Companies
RKT
$55.6B
| $17.5M | 2.66% |
+900,529
|
|
||
10
Shopify
SHOP
$204B
| $15.8M | 2.4% |
105,986
+2,015
|
|
||
11
Alibaba
BABA
$384B
| $15M | 2.28% |
83,825
-97
|
|
||
12
Meta Platforms (Facebook)
META
$1.63T
| $14.4M | 2.19% |
19,541
-2,080
|
|
||
13
First Solar
FSLR
$28.2B
| $14.2M | 2.17% |
64,525
+151
|
|
||
14
Amazon
AMZN
$2.51T
| $14.2M | 2.17% |
64,794
-10,674
|
|
||
15
Quanta Services
PWR
$67.8B
| $14.1M | 2.16% |
34,143
+5,740
|
|
||
16
Vertiv
VRT
$69.2B
| $13.8M | 2.11% |
91,588
+3,748
|
|
||
17
Eli Lilly
LLY
$936B
| $13.7M | 2.08% |
17,920
+1,672
|
|
||
18
Spotify
SPOT
$119B
| $13M | 1.98% |
18,571
+1,577
|
|
||
19
Snowflake
SNOW
$88B
| $12.5M | 1.9% |
55,285
+3,610
|
|
||
20
Netflix
NFLX
$463B
| $11.7M | 1.79% |
97,680
+740
|
|
||
|
CRCL
21
Circle Internet Group
CRCL
$18.2B
| $11.4M | 1.74% |
+86,132
|
|
||
22
Arista Networks
ANET
$160B
| $11.2M | 1.7% |
76,743
-416
|
|
||
23
Intuitive Surgical
ISRG
$201B
| $10.9M | 1.66% |
24,303
+1,300
|
|
||
24
Mercado Libre
MELI
$107B
| $9.97M | 1.52% |
4,265
+98
|
|
||
25
Cardinal Health
CAH
$48.7B
| $9.9M | 1.51% |
+63,053
|
|