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 | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$378B
| $2.25M | 0.34% |
5,553
+85
|
|
||
52
Nike
NKE
$95.3B
| $2.18M | 0.33% |
31,293
+8,416
|
|
||
53
Starbucks
SBUX
$106B
| $2.18M | 0.33% |
25,758
+14,989
|
|
||
54
Williams Companies
WMB
$75.2B
| $2.13M | 0.33% |
33,696
+9,330
|
|
||
55
Microchip Technology
MCHP
$40.4B
| $2.1M | 0.32% |
32,748
+15,547
|
|
||
56
Goldman Sachs
GS
$289B
| $2.08M | 0.32% |
2,614
+5
|
|
||
57
Corning
GLW
$80.8B
| $2.07M | 0.32% |
25,192
-7,890
|
|
||
58
Johnson Controls International
JCI
$70B
| $2.03M | 0.31% |
18,421
+1,106
|
|
||
59
Zions Bancorporation
ZION
$8.8B
| $1.86M | 0.28% |
32,856
+503
|
|
||
60
Lennar Class A
LEN
$29.3B
| $1.77M | 0.27% |
14,024
+2,964
|
|
||
61
Merck
MRK
$270B
| $1.65M | 0.25% |
19,703
+820
|
|
||
62
Norfolk Southern
NSC
$65.2B
| $1.65M | 0.25% |
5,492
+86
|
|
||
63
General Dynamics
GD
$99.2B
| $1.62M | 0.25% |
4,740
+69
|
|
||
64
Alphabet (Google) Class C
GOOG
$3.99T
| $1.59M | 0.24% |
6,534
-1,836
|
|
||
65
Procter & Gamble
PG
$338B
| $1.56M | 0.24% |
10,140
+184
|
|
||
66
Chubb
CB
$118B
| $1.53M | 0.23% |
5,411
+81
|
|
||
67
CME Group
CME
$101B
| $1.48M | 0.23% |
5,472
-100
|
|
||
68
Kroger
KR
$40B
| $1.46M | 0.22% |
21,603
+329
|
|
||
69
Archer Daniels Midland
ADM
$31.3B
| $1.39M | 0.21% |
23,277
+6,067
|
|
||
70
Caterpillar
CAT
$303B
| $1.37M | 0.21% |
2,863
+60
|
|
||
71
Analog Devices
ADI
$147B
| $1.31M | 0.2% |
5,314
+115
|
|
||
72
AngloGold Ashanti
AU
$50B
| $1.2M | 0.18% |
+17,026
|
|
||
73
Nucor
NUE
$39.9B
| $1.18M | 0.18% |
8,719
+134
|
|
||
74
Packaging Corp of America
PKG
$19.9B
| $1.13M | 0.17% |
5,181
+77
|
|
||
75
Lockheed Martin
LMT
$135B
| $1.11M | 0.17% |
2,231
+40
|
|