SSA
Sierra Summit Advisors Portfolio holdings
AUM
$688M
1-Year Est. Return
66.43%
This Fund
S&P 500
1 Year Est. Return
+66.43%
AUM
$688M
AUM Growth
+$35.9M
(+5.5%)
Holding
228
Top Buys
| 1 | +$14M | |
| 2 | +$13.7M | |
| 3 | +$13.1M | |
| 4 |
Palantir
PLTR
|
+$12.4M |
| 5 |
Micron Technology
MU
|
+$10.9M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$11.3M | |
| 3 | +$10.9M | |
| 4 |
Spotify
SPOT
|
+$10.8M |
| 5 |
NVO
Novo Nordisk
NVO
|
+$10.6M |
Sector Composition
| 1 | Technology | 30.71% |
| 2 | Industrials | 16.84% |
| 3 | Financials | 11.4% |
| 4 | Communication Services | 9.43% |
| 5 | Healthcare | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Mercado Libre
MELI
$87.3B
| – | – |
-4,284
|
|
||
227
Mueller Industries
MLI
$14B
| – | – |
-8,627
|
|
||
228
Netflix
NFLX
$362B
| – | – |
-99,512
|
|