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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
(+5.5%)
Cap. Flow
+$66M
Cap. Flow
% of AUM
9.59%
Top 10 Holdings %
Top 10 Hldgs %
31.12%
Holding
228
New
57
Increased
88
Reduced
26
Closed
48
Top Buys
| 1 |
Lumentum
LITE
|
+$14M |
| 2 |
Chevron
CVX
|
+$13.7M |
| 3 |
Deere & Co
DE
|
+$13.1M |
| 4 |
Palantir
PLTR
|
+$12.4M |
| 5 |
Micron Technology
MU
|
+$10.9M |
Top Sells
| 1 |
Snowflake
SNOW
|
+$12.2M |
| 2 |
First Solar
FSLR
|
+$11.3M |
| 3 |
GE Vernova
GEV
|
+$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 | |
|---|---|---|---|---|---|---|
26
Applovin
APP
$146B
| $10.4M | 1.51% |
26,162
+7,676
| +42% | +$3.71M |
|
27
Teradyne
TER
$50.5B
| $10.2M | 1.48% |
+34,350
| New | +$9.58M |
|
28
Reddit
RDDT
$35.7B
| $10.2M | 1.48% |
75,536
+36,371
| +93% | +$6.19M |
|
|
29
Micron Technology
MU
$964B
| $10.1M | 1.47% |
29,995
+27,767
| +1,246% | +$10.9M |
|
30
Alnylam Pharmaceuticals
ALNY
$37.8B
| $10M | 1.46% |
+30,298
| New | +$10.3M |
|
31
Freeport-McMoran
FCX
$84.2B
| $9.56M | 1.39% |
+162,597
| New | +$9.82M |
|
32
EQT Corp
EQT
$30.9B
| $9.54M | 1.39% |
+149,911
| New | +$8.78M |
|
33
Marvell Technology
MRVL
$169B
| $9.4M | 1.37% |
+94,925
| New | +$7.97M |
|
34
Constellation Energy
CEG
$89.9B
| $9.28M | 1.35% |
33,248
+15,740
| +90% | +$4.78M |
|
35
CME Group
CME
$89B
| $8.78M | 1.28% |
29,715
+24,418
| +461% | +$7.25M |
|
36
Boeing
BA
$169B
| $7.23M | 1.05% |
+36,321
| New | +$8.27M |
|
37
Synopsys
SNPS
$79.9B
| $6.99M | 1.02% |
+17,629
| New | +$7.97M |
|
38
Wells Fargo
WFC
$267B
| $5.1M | 0.74% |
64,059
+58,911
| +1,144% | +$5.06M |
|
39
iShares Global Energy ETF
IXC
$2.21B
| $4.05M | 0.59% |
70,360
+3,086
| +5% | +$154K |
|
40
Caterpillar
CAT
$404B
| $3.93M | 0.57% |
5,547
+2,620
| +90% | +$1.81M |
|
41
AbbVie
ABBV
$449B
| $3.86M | 0.56% |
17,755
+1,835
| +12% | +$407K |
|
42
JPMorgan Chase
JPM
$912B
| $3.81M | 0.55% |
12,957
+2,119
| +20% | +$643K |
|
43
Johnson & Johnson
JNJ
$602B
| $3.75M | 0.55% |
15,359
+1,166
| +8% | +$272K |
|
44
Vanguard S&P 500 ETF
VOO
$984B
| $3.42M | 0.5% |
+5,724
| New | +$3.58M |
|
45
Cisco
CSCO
$432B
| $3.11M | 0.45% |
40,038
+2,888
| +8% | +$226K |
|
46
State Street SPDR S&P 500 ETF Trust
SPY
$782B
| $3.03M | 0.44% |
4,654
+92
| +2% | +$62.5K |
|
47
Cummins
CMI
$89.4B
| $2.96M | 0.43% |
5,500
-1,324
| -19% | -$749K |
|
48
Broadcom
AVGO
$1.78T
| $2.93M | 0.43% |
9,474
-497
| -5% | -$164K |
|
49
Merck
MRK
$315B
| $2.59M | 0.38% |
21,563
+1,443
| +7% | +$167K |
|
50
IBM
IBM
$206B
| $2.52M | 0.37% |
10,388
-960
| -8% | -$260K |
|
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