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 | |
|---|---|---|---|---|---|---|
26
Lam Research
LRCX
$199B
| $9.86M | 1.5% |
73,659
-18,940
|
|
||
27
United Airlines
UAL
$33.8B
| $9.27M | 1.41% |
96,053
-9,857
|
|
||
28
D.R. Horton
DHI
$46.3B
| $9.08M | 1.38% |
53,569
+187
|
|
||
29
Reddit
RDDT
$42.2B
| $9M | 1.37% |
39,137
-47,734
|
|
||
30
Booking.com
BKNG
$166B
| $9M | 1.37% |
1,666
+7
|
|
||
|
31
Applovin
APP
$221B
| $8.32M | 1.27% |
+11,585
|
|
||
32
Qualcomm
QCOM
$183B
| $7.97M | 1.21% |
47,904
-148
|
|
||
|
33
Coinbase
COIN
$71B
| $6.85M | 1.04% |
+20,302
|
|
||
|
EXE
34
Expand Energy Corp
EXE
$28B
| $6.52M | 0.99% |
+61,326
|
|
||
35
Cheniere Energy
LNG
$45B
| $6.38M | 0.97% |
+27,160
|
|
||
36
Constellation Energy
CEG
$114B
| $5.76M | 0.88% |
17,514
-54
|
|
||
37
Emcor
EME
$27.1B
| $5.46M | 0.83% |
+8,404
|
|
||
38
AbbVie
ABBV
$397B
| $3.61M | 0.55% |
15,595
+109
|
|
||
39
Broadcom
AVGO
$1.8T
| $3.47M | 0.53% |
10,532
+390
|
|
||
40
JPMorgan Chase
JPM
$838B
| $3.35M | 0.51% |
10,636
+88
|
|
||
41
SPDR S&P 500 ETF Trust
SPY
$698B
| $3.19M | 0.49% |
4,787
+1,032
|
|
||
42
IBM
IBM
$282B
| $3.12M | 0.48% |
11,065
+652
|
|
||
43
Cummins
CMI
$69.2B
| $2.82M | 0.43% |
6,685
+93
|
|
||
44
iShares Global Energy ETF
IXC
$1.88B
| $2.75M | 0.42% |
65,752
+990
|
|
||
45
Gilead Sciences
GILD
$154B
| $2.62M | 0.4% |
23,599
-215
|
|
||
46
Johnson & Johnson
JNJ
$495B
| $2.58M | 0.39% |
13,937
+172
|
|
||
47
Invesco QQQ Trust
QQQ
$407B
| $2.51M | 0.38% |
4,179
-773
|
|
||
48
Cisco
CSCO
$304B
| $2.49M | 0.38% |
36,455
+501
|
|
||
49
Bank of America
BAC
$388B
| $2.3M | 0.35% |
44,593
+275
|
|
||
50
UnitedHealth
UNH
$294B
| $2.27M | 0.35% |
6,587
+4,067
|
|