SSA

Sierra Summit Advisors Portfolio holdings

AUM $656M
1-Year Est. Return 58.31%
This Quarter Est. Return
1 Year Est. Return
+58.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.72M
3
+$9.45M
4
DOCS icon
Doximity
DOCS
+$8.81M
5
HOOD icon
Robinhood
HOOD
+$8.35M

Top Sells

1
+$13.5M
2
+$11.6M
3
+$11.3M
4
GLW icon
Corning
GLW
+$10.9M
5
FSLR icon
First Solar
FSLR
+$8.69M

Sector Composition

1 Technology 27.34%
2 Financials 15.61%
3 Consumer Discretionary 15.11%
4 Healthcare 14.23%
5 Communication Services 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.64M 1.44%
107,841
-3,084
27
$6.63M 1.44%
50,155
-26,289
28
$6.52M 1.41%
90,373
-2,763
29
$5.73M 1.24%
+215,975
30
$5.66M 1.23%
+94,834
31
$4.96M 1.07%
+33,902
32
$4.14M 0.9%
+14,888
33
$4.05M 0.88%
+58,651
34
$3.75M 0.81%
+21,374
35
$3.56M 0.77%
14,298
-156
36
$3.21M 0.69%
15,298
-389
37
$2.93M 0.63%
17,473
-3,014
38
$2.7M 0.59%
24,132
+1,057
39
$2.66M 0.58%
63,272
-292
40
$2.64M 0.57%
10,778
-2,226
41
$2.63M 0.57%
+5,599
42
$2.33M 0.51%
14,060
+133
43
$2.12M 0.46%
3,790
-27
44
$2.1M 0.45%
33,953
-928
45
$2.05M 0.44%
5,597
+171
46
$2.02M 0.44%
6,451
-80
47
$1.86M 0.4%
44,648
+16,237
48
$1.82M 0.39%
6,023
-338
49
$1.77M 0.38%
18,539
+1,512
50
$1.76M 0.38%
28,822
+11,281
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