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SSA
Sierra Summit Advisors Portfolio holdings
AUM
$688M
1-Year Est. Return
66.43%
This Fund
S&P 500
This Quarter
Est. Return
+3.08%
1 Year Est. Return
+66.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$688M
AUM Growth
+$35.9M
(+5.5%)
Cap. Flow
+$66M
Cap. Flow
% of AUM
9.59%
Top 10 Holdings %
Top 10 Hldgs %
31.12%
Holding
228
New
57
Increased
88
Reduced
26
Closed
48
Top Buys
| 1 |
Lumentum
LITE
|
+$14M |
| 2 |
Chevron
CVX
|
+$13.7M |
| 3 |
Deere & Co
DE
|
+$13.1M |
| 4 |
Palantir
PLTR
|
+$12.4M |
| 5 |
Micron Technology
MU
|
+$10.9M |
Top Sells
| 1 |
Snowflake
SNOW
|
+$12.2M |
| 2 |
First Solar
FSLR
|
+$11.3M |
| 3 |
GE Vernova
GEV
|
+$10.9M |
| 4 |
Spotify
SPOT
|
+$10.8M |
| 5 |
NVO
Novo Nordisk
NVO
|
+$10.6M |
Sector Composition
| 1 | Technology | 30.71% |
| 2 | Industrials | 16.84% |
| 3 | Financials | 11.4% |
| 4 | Communication Services | 9.43% |
| 5 | Healthcare | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Williams Companies
WMB
$91.4B
| $2.51M | 0.36% |
34,433
+562
| +2% | +$38.9K |
|
52
Johnson Controls International
JCI
$86.2B
| $2.5M | 0.36% |
19,123
+1,131
| +6% | +$146K |
|
53
Archer Daniels Midland
ADM
$40B
| $2.47M | 0.36% |
33,993
+1,528
| +5% | +$103K |
|
54
Gilead Sciences
GILD
$169B
| $2.44M | 0.35% |
17,509
-6,644
| -28% | -$930K |
|
55
Goldman Sachs
GS
$323B
| $2.43M | 0.35% |
2,871
+172
| +6% | +$153K |
|
56
Invesco QQQ Trust
QQQ
$473B
| $2.41M | 0.35% |
4,169
+139
| +3% | +$84.4K |
|
57
Bank of America
BAC
$432B
| $2.37M | 0.35% |
48,693
+3,697
| +8% | +$191K |
|
58
NextEra Energy
NEE
$186B
| $2.36M | 0.34% |
25,418
+14,880
| +141% | +$1.32M |
|
59
Microchip Technology
MCHP
$44.4B
| $2.27M | 0.33% |
35,069
+1,611
| +5% | +$116K |
|
60
Zions Bancorporation
ZION
$10.8B
| $2.03M | 0.29% |
35,172
+1,453
| +4% | +$85.6K |
|
61
Home Depot
HD
$347B
| $1.98M | 0.29% |
6,014
+352
| +6% | +$128K |
|
62
Chubb
CB
$133B
| $1.89M | 0.27% |
5,784
+255
| +5% | +$81.8K |
|
63
UnitedHealth
UNH
$384B
| $1.87M | 0.27% |
6,912
+217
| +3% | +$64.6K |
|
64
Alphabet (Google) Class C
GOOG
$4.32T
| $1.83M | 0.27% |
6,364
| – | – |
|
65
Analog Devices
ADI
$185B
| $1.81M | 0.26% |
5,698
+210
| +4% | +$66.8K |
|
66
Tyson Foods
TSN
$20.4B
| $1.79M | 0.26% |
27,866
+1,202
| +5% | +$74.6K |
|
67
Nike
NKE
$66.1B
| $1.77M | 0.26% |
33,459
+1,432
| +4% | +$86.8K |
|
68
General Dynamics
GD
$99.7B
| $1.74M | 0.25% |
5,075
+229
| +5% | +$81.2K |
|
69
SM Energy
SM
$7.24B
| $1.72M | 0.25% |
+55,288
| New | +$1.26M |
|
70
Corning
GLW
$136B
| $1.72M | 0.25% |
12,664
-6,329
| -33% | -$763K |
|
71
Norfolk Southern
NSC
$75.9B
| $1.68M | 0.24% |
5,868
+254
| +5% | +$75.5K |
|
72
Kroger
KR
$35.9B
| $1.66M | 0.24% |
22,895
+874
| +4% | +$59.1K |
|
73
Nucor
NUE
$53.7B
| $1.58M | 0.23% |
9,336
+424
| +5% | +$73.9K |
|
|
74
First Solar
FSLR
$22.8B
| $1.57M | 0.23% |
7,962
-51,226
| -87% | -$11.3M |
|
75
Qualcomm
QCOM
$180B
| $1.51M | 0.22% |
11,741
-37,166
| -76% | -$5.42M |
|
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