SSA

Sierra Summit Advisors Portfolio holdings

AUM $688M
1-Year Est. Return 66.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.74M
4
COIN icon
Coinbase
COIN
+$6.88M
5
LNG icon
Cheniere Energy
LNG
+$6.38M

Top Sells

1
+$11.8M
2
+$11.1M
3
+$9.74M
4
CRBG icon
Corebridge Financial
CRBG
+$9.6M
5
NDAQ icon
Nasdaq
NDAQ
+$6.49M

Sector Composition

1 Technology 28.41%
2 Financials 14.73%
3 Consumer Discretionary 14.52%
4 Communication Services 12.5%
5 Industrials 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.34%
5,553
+85
52
$2.18M 0.33%
31,293
+8,416
53
$2.18M 0.33%
25,758
+14,989
54
$2.13M 0.33%
33,696
+9,330
55
$2.1M 0.32%
32,748
+15,547
56
$2.08M 0.32%
2,614
+5
57
$2.07M 0.32%
25,192
-7,890
58
$2.03M 0.31%
18,421
+1,106
59
$1.86M 0.28%
32,856
+503
60
$1.77M 0.27%
14,024
+2,964
61
$1.65M 0.25%
19,703
+820
62
$1.65M 0.25%
5,492
+86
63
$1.62M 0.25%
4,740
+69
64
$1.59M 0.24%
6,534
-1,836
65
$1.56M 0.24%
10,140
+184
66
$1.53M 0.23%
5,411
+81
67
$1.48M 0.23%
5,472
-100
68
$1.46M 0.22%
21,603
+329
69
$1.39M 0.21%
23,277
+6,067
70
$1.37M 0.21%
2,863
+60
71
$1.31M 0.2%
5,314
+115
72
$1.2M 0.18%
+17,026
73
$1.18M 0.18%
8,719
+134
74
$1.13M 0.17%
5,181
+77
75
$1.11M 0.17%
2,231
+40
1 2
3
4 5