SSA

Sierra Summit Advisors Portfolio holdings

AUM $652M
1-Year Est. Return 51.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$562M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.9M
3
+$10.4M
4
RDDT icon
Reddit
RDDT
+$9.85M
5
FSLR icon
First Solar
FSLR
+$9.5M

Top Sells

1
+$11M
2
+$9.72M
3
+$9.45M
4
BSX icon
Boston Scientific
BSX
+$8.6M
5
DOCS icon
Doximity
DOCS
+$8.16M

Sector Composition

1 Technology 30.15%
2 Communication Services 15.82%
3 Consumer Discretionary 14.64%
4 Financials 13.03%
5 Industrials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.31%
33,082
+552
52
$1.68M 0.3%
32,353
-27
53
$1.63M 0.29%
+22,877
54
$1.59M 0.28%
9,956
+4,697
55
$1.54M 0.27%
5,330
-693
56
$1.54M 0.27%
5,572
-50
57
$1.53M 0.27%
24,366
+565
58
$1.53M 0.27%
21,274
-103
59
$1.5M 0.27%
5,132
-273
60
$1.49M 0.27%
18,883
+8,213
61
$1.48M 0.26%
8,370
62
$1.38M 0.25%
5,406
-254
63
$1.36M 0.24%
4,671
-106
64
$1.3M 0.23%
+90,511
65
$1.29M 0.23%
4,805
-3,298
66
$1.24M 0.22%
+5,199
67
$1.22M 0.22%
+11,060
68
$1.22M 0.22%
7,828
+910
69
$1.21M 0.22%
+17,201
70
$1.14M 0.2%
4,950
-21
71
$1.13M 0.2%
36,736
+8,606
72
$1.11M 0.2%
8,585
-832
73
$1.1M 0.2%
19,709
-938
74
$1.09M 0.19%
+2,803
75
$1.05M 0.19%
7,380
-677
1 2
3
4 5