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
$462M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.72M
3
+$9.45M
4
DOCS icon
Doximity
DOCS
+$8.81M
5
HOOD icon
Robinhood
HOOD
+$8.35M

Top Sells

1
+$13.5M
2
+$11.6M
3
+$11.3M
4
GLW icon
Corning
GLW
+$10.9M
5
FSLR icon
First Solar
FSLR
+$8.69M

Sector Composition

1 Technology 27.34%
2 Financials 15.61%
3 Consumer Discretionary 15.11%
4 Healthcare 14.23%
5 Communication Services 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.37%
5,405
+245
52
$1.61M 0.35%
32,380
+10,679
53
$1.57M 0.34%
2,989
-333
54
$1.55M 0.34%
14,850
+496
55
$1.49M 0.32%
5,622
56
$1.49M 0.32%
32,530
-238,164
57
$1.45M 0.31%
21,377
+795
58
$1.43M 0.31%
17,793
+892
59
$1.42M 0.31%
23,801
+14,863
60
$1.38M 0.3%
2,524
-26
61
$1.34M 0.29%
5,660
+312
62
$1.32M 0.29%
20,647
+770
63
$1.31M 0.28%
8,370
64
$1.3M 0.28%
4,777
+105
65
$1.24M 0.27%
30,159
+1,755
66
$1.21M 0.26%
33,409
-1,064
67
$1.13M 0.25%
9,417
+604
68
$1.06M 0.23%
2,832
-1,560
69
$1.03M 0.22%
10,548
+648
70
$1.01M 0.22%
14,153
+7,399
71
$1.01M 0.22%
+14,051
72
$993K 0.22%
5,017
-58
73
$972K 0.21%
11,723
+55
74
$958K 0.21%
10,670
+1,499
75
$953K 0.21%
36,379
+7,124
1 2
3
4 5