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
$343M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.7M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
AMZN icon
Amazon
AMZN
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.36%
2 Healthcare 14.37%
3 Consumer Discretionary 12.33%
4 Financials 10.59%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.29%
+1,151
52
$1,000K 0.29%
+970,772
53
$995K 0.29%
+24,750
54
$988K 0.29%
+6,829
55
$964K 0.28%
+237,946
56
$938K 0.27%
+91,181
57
$915K 0.27%
+2,944
58
$869K 0.25%
+2,475
59
$856K 0.25%
+275,122
60
$844K 0.25%
+3,733
61
$799K 0.23%
+5,670
62
$785K 0.23%
+17,896
63
$771K 0.22%
+2,225
64
$760K 0.22%
+86,421
65
$755K 0.22%
+14,719
66
$734K 0.21%
+9,224
67
$718K 0.21%
+9,091
68
$698K 0.2%
+13,309
69
$686K 0.2%
+13,644
70
$665K 0.19%
+42,910
71
$652K 0.19%
+67,857
72
$644K 0.19%
+2,481
73
$626K 0.18%
+5,744
74
$618K 0.18%
+27,410
75
$597K 0.17%
+12,134
1 2
3
4 5