SSA

Sierra Summit Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 40.99%
This Quarter Est. Return
1 Year Est. Return
+40.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.7M
3
+$9.24M
4
PFE icon
Pfizer
PFE
+$9.05M
5
AMGN icon
Amgen
AMGN
+$6.37M

Top Sells

1
+$7.35M
2
+$7.22M
3
+$7.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.46M
5
MTB icon
M&T Bank
MTB
+$6.44M

Sector Composition

1 Technology 35.53%
2 Healthcare 20.62%
3 Consumer Discretionary 11.27%
4 Communication Services 11.07%
5 Financials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$858K 0.23%
2,475
52
$804K 0.22%
6,093
+349
53
$787K 0.21%
5,170
-500
54
$760K 0.21%
42,910
55
$714K 0.19%
19,257
+159
56
$705K 0.19%
2,496
+15
57
$689K 0.19%
11,736
+1,954
58
$682K 0.19%
12,567
-2,152
59
$675K 0.18%
+16,796
60
$650K 0.18%
4,812
61
$632K 0.17%
+5,413
62
$631K 0.17%
+26,615
63
$628K 0.17%
+63,077
64
$620K 0.17%
+4,551
65
$617K 0.17%
9,111
+127
66
$617K 0.17%
7,732
-1,359
67
$614K 0.17%
+12,249
68
$605K 0.16%
+11,226
69
$605K 0.16%
16,255
+37
70
$598K 0.16%
+4,188
71
$593K 0.16%
6,133
+20
72
$593K 0.16%
+17,995
73
$590K 0.16%
845
74
$583K 0.16%
+9,678
75
$582K 0.16%
1,154
-6,702
1 2
3
4 5