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SSA

Sierra Summit Advisors Portfolio holdings

AUM $688M
1-Year Est. Return 66.43%
This Fund
S&P 500
This Quarter Est. Return
+3.08%
1 Year Est. Return
+66.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$688M
AUM Growth
+$35.9M
Cap. Flow
+$66M
Cap. Flow %
9.59%
Top 10 Hldgs %
31.12%
Holding
228
New
57
Increased
88
Reduced
26
Closed
48

Top Buys

1
LITE icon
Lumentum
LITE
+$14M
2
CVX icon
Chevron
CVX
+$13.7M
3
DE icon
Deere & Co
DE
+$13.1M
4
PLTR icon
Palantir
PLTR
+$12.4M
5
MU icon
Micron Technology
MU
+$10.9M

Top Sells

1
SNOW icon
Snowflake
SNOW
+$12.2M
2
FSLR icon
First Solar
FSLR
+$11.3M
3
GEV icon
GE Vernova
GEV
+$10.9M
4
SPOT icon
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
RBRK icon
226
Rubrik
RBRK
$16.4B
– –
-12,059
Closed -$922K
EXE
227
Expand Energy Corp
EXE
$21.1B
– –
-77,230
Closed -$8.52M
TTAN
228
ServiceTitan Inc
TTAN
$7.2B
– –
-9,594
Closed -$1.02M
6 7 8 9
10

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