SSA

Sierra Summit Advisors Portfolio holdings

AUM $652M
1-Year Est. Return 51.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$562M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.9M
3
+$10.4M
4
RDDT icon
Reddit
RDDT
+$9.85M
5
FSLR icon
First Solar
FSLR
+$9.5M

Top Sells

1
+$11M
2
+$9.72M
3
+$9.45M
4
BSX icon
Boston Scientific
BSX
+$8.6M
5
DOCS icon
Doximity
DOCS
+$8.16M

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
$9.52M 1.69%
83,922
+33,767
27
$9.01M 1.6%
92,599
+89,339
28
$8.43M 1.5%
105,910
+47,259
29
$7.89M 1.41%
77,159
-40,086
30
$7.65M 1.36%
48,052
+45,621
31
$6.88M 1.23%
53,382
-1,518
32
$6.49M 1.16%
+72,563
33
$5.67M 1.01%
17,568
+16,221
34
$4.61M 0.82%
+104,023
35
$3.07M 0.55%
10,413
-3,885
36
$3.06M 0.54%
10,548
-230
37
$2.87M 0.51%
15,486
+188
38
$2.8M 0.5%
10,142
-7,331
39
$2.73M 0.49%
4,952
-647
40
$2.64M 0.47%
23,814
-318
41
$2.54M 0.45%
64,762
+1,490
42
$2.49M 0.44%
35,954
+2,001
43
$2.32M 0.41%
3,755
-35
44
$2.16M 0.38%
6,592
+141
45
$2.1M 0.37%
13,765
-295
46
$2.1M 0.37%
44,318
-330
47
$2M 0.36%
5,468
-129
48
$1.89M 0.34%
11,767
-6,772
49
$1.85M 0.33%
2,609
+85
50
$1.83M 0.33%
17,315
-478
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