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
$562M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$13M
3
+$12M
4
BIDU icon
Baidu
BIDU
+$11.1M
5
FSLR icon
First Solar
FSLR
+$10.7M

Top Sells

1
+$11M
2
+$9.72M
3
+$9.45M
4
BSX icon
Boston Scientific
BSX
+$9.13M
5
DOCS icon
Doximity
DOCS
+$8.97M

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
GLW icon
51
Corning
GLW
$70.4B
$1.74M 0.31%
33,082
+552
ZION icon
52
Zions Bancorporation
ZION
$7.53B
$1.68M 0.3%
32,353
-27
NKE icon
53
Nike
NKE
$94.9B
$1.63M 0.29%
+22,877
PG icon
54
Procter & Gamble
PG
$345B
$1.59M 0.28%
9,956
+4,697
CB icon
55
Chubb
CB
$116B
$1.54M 0.27%
5,330
-693
CME icon
56
CME Group
CME
$103B
$1.54M 0.27%
5,572
-50
WMB icon
57
Williams Companies
WMB
$74.5B
$1.53M 0.27%
24,366
+565
KR icon
58
Kroger
KR
$44.2B
$1.53M 0.27%
21,274
-103
MCD icon
59
McDonald's
MCD
$219B
$1.5M 0.27%
5,132
-273
MRK icon
60
Merck
MRK
$231B
$1.49M 0.27%
18,883
+8,213
GOOG icon
61
Alphabet (Google) Class C
GOOG
$3.34T
$1.48M 0.26%
8,370
NSC icon
62
Norfolk Southern
NSC
$63.7B
$1.38M 0.25%
5,406
-254
GD icon
63
General Dynamics
GD
$93B
$1.36M 0.24%
4,671
-106
NAGE
64
Niagen Bioscience
NAGE
$548M
$1.3M 0.23%
+90,511
DAVE icon
65
Dave Inc
DAVE
$2.77B
$1.29M 0.23%
4,805
-3,298
ADI icon
66
Analog Devices
ADI
$116B
$1.24M 0.22%
+5,199
LEN icon
67
Lennar Class A
LEN
$30.9B
$1.22M 0.22%
+11,060
CLS icon
68
Celestica
CLS
$35.8B
$1.22M 0.22%
7,828
+910
MCHP icon
69
Microchip Technology
MCHP
$28.9B
$1.21M 0.22%
+17,201
STRL icon
70
Sterling Infrastructure
STRL
$10.4B
$1.14M 0.2%
4,950
-21
BYRN icon
71
Byrna Technologies
BYRN
$393M
$1.13M 0.2%
36,736
+8,606
NUE icon
72
Nucor
NUE
$33.8B
$1.11M 0.2%
8,585
-832
TSN icon
73
Tyson Foods
TSN
$19.1B
$1.1M 0.2%
19,709
-938
CAT icon
74
Caterpillar
CAT
$260B
$1.09M 0.19%
+2,803
AMD icon
75
Advanced Micro Devices
AMD
$402B
$1.05M 0.19%
7,380
-677
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3
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