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
$498M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.3M
3
+$11.7M
4
C icon
Citigroup
C
+$11.5M
5
RL icon
Ralph Lauren
RL
+$9.46M

Top Sells

1
+$10.9M
2
+$9.77M
3
+$9.54M
4
MSFT icon
Microsoft
MSFT
+$8.69M
5
STZ icon
Constellation Brands
STZ
+$7.18M

Sector Composition

1 Technology 35.52%
2 Consumer Discretionary 15.39%
3 Financials 10.43%
4 Communication Services 10.06%
5 Healthcare 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.29%
2,550
+1,102
52
$1.33M 0.27%
+16,901
53
$1.31M 0.26%
5,622
54
$1.29M 0.26%
34,473
+8,104
55
$1.26M 0.25%
20,582
+12,866
56
$1.26M 0.25%
+5,348
57
$1.25M 0.25%
28,411
+3,945
58
$1.23M 0.25%
+28,404
59
$1.23M 0.25%
4,672
+1,208
60
$1.19M 0.24%
9,855
-45,602
61
$1.18M 0.24%
21,701
+4,511
62
$1.14M 0.23%
5,075
+953
63
$1.14M 0.23%
19,877
+4,870
64
$1.04M 0.21%
24,750
65
$1.03M 0.21%
8,813
+5,342
66
$1M 0.2%
11,668
+3,174
67
$992K 0.2%
+17,541
68
$934K 0.19%
5,604
-167
69
$912K 0.18%
9,171
+2,231
70
$903K 0.18%
+9,900
71
$874K 0.18%
35,748
-2,481
72
$866K 0.17%
845
+176
73
$860K 0.17%
22,282
+1,115
74
$845K 0.17%
+5,039
75
$811K 0.16%
2,305
-170
1 2
3
4 5