SSA
Sierra Summit Advisors Portfolio holdings
AUM
$656M
1-Year Est. Return
58.31%
1 Year Est. Return
+58.31%
AUM
$562M
AUM Growth
+$100M
(+22%)
Holding
222
Top Buys
| 1 | +$13.1M | |
| 2 | +$13M | |
| 3 | +$12M | |
| 4 |
Baidu
BIDU
|
+$11.1M |
| 5 |
First Solar
FSLR
|
+$10.7M |
Top Sells
| 1 | +$11M | |
| 2 | +$9.72M | |
| 3 | +$9.45M | |
| 4 |
Boston Scientific
BSX
|
+$9.13M |
| 5 |
Doximity
DOCS
|
+$8.97M |
Sector Composition
| 1 | Technology | 30.15% |
| 2 | Communication Services | 15.82% |
| 3 | Consumer Discretionary | 14.64% |
| 4 | Financials | 13.03% |
| 5 | Industrials | 11.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alibaba
BABA
$367B
| $9.52M | 1.69% |
83,922
+33,767
|
|
||
27
Lam Research
LRCX
$186B
| $9.01M | 1.6% |
92,599
+89,339
|
|
||
28
United Airlines
UAL
$30.8B
| $8.43M | 1.5% |
105,910
+47,259
|
|
||
29
Arista Networks
ANET
$165B
| $7.89M | 1.41% |
77,159
-40,086
|
|
||
30
Qualcomm
QCOM
$186B
| $7.65M | 1.36% |
48,052
+45,621
|
|
||
31
D.R. Horton
DHI
$41.9B
| $6.88M | 1.23% |
53,382
-1,518
|
|
||
32
Nasdaq
NDAQ
$49.7B
| $6.49M | 1.16% |
+72,563
|
|
||
33
Constellation Energy
CEG
$106B
| $5.67M | 1.01% |
17,568
+16,221
|
|
||
34
Toast
TOST
$21.1B
| $4.61M | 0.82% |
+104,023
|
|
||
35
IBM
IBM
$286B
| $3.07M | 0.55% |
10,413
-3,885
|
|
||
36
JPMorgan Chase
JPM
$827B
| $3.06M | 0.54% |
10,548
-230
|
|
||
37
AbbVie
ABBV
$411B
| $2.87M | 0.51% |
15,486
+188
|
|
||
38
Broadcom
AVGO
$1.62T
| $2.8M | 0.5% |
10,142
-7,331
|
|
||
39
Invesco QQQ Trust
QQQ
$387B
| $2.73M | 0.49% |
4,952
-647
|
|
||
40
Gilead Sciences
GILD
$155B
| $2.64M | 0.47% |
23,814
-318
|
|
||
41
iShares Global Energy ETF
IXC
$1.95B
| $2.54M | 0.45% |
64,762
+1,490
|
|
||
42
Cisco
CSCO
$307B
| $2.49M | 0.44% |
35,954
+2,001
|
|
||
43
SPDR S&P 500 ETF Trust
SPY
$667B
| $2.32M | 0.41% |
3,755
-35
|
|
||
44
Cummins
CMI
$63.9B
| $2.16M | 0.38% |
6,592
+141
|
|
||
45
Johnson & Johnson
JNJ
$472B
| $2.1M | 0.37% |
13,765
-295
|
|
||
46
Bank of America
BAC
$384B
| $2.1M | 0.37% |
44,318
-330
|
|
||
47
Home Depot
HD
$361B
| $2M | 0.36% |
5,468
-129
|
|
||
48
NRG Energy
NRG
$31.7B
| $1.89M | 0.34% |
11,767
-6,772
|
|
||
49
Goldman Sachs
GS
$237B
| $1.85M | 0.33% |
2,609
+85
|
|
||
50
Johnson Controls International
JCI
$77.7B
| $1.83M | 0.33% |
17,315
-478
|
|