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
$343M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.7M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
AMZN icon
Amazon
AMZN
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.36%
2 Healthcare 14.37%
3 Consumer Discretionary 12.33%
4 Financials 10.59%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$591K 0.17%
+4,812
77
$563K 0.16%
+19,098
78
$559K 0.16%
+16,451
79
$557K 0.16%
+12,697
80
$530K 0.15%
+37,237
81
$529K 0.15%
+6,113
82
$526K 0.15%
+9,782
83
$523K 0.15%
+22,613
84
$501K 0.15%
+16,218
85
$491K 0.14%
+845
86
$490K 0.14%
+35,038
87
$487K 0.14%
+324,829
88
$475K 0.14%
+5,851
89
$464K 0.14%
+8,984
90
$463K 0.14%
+570
91
$451K 0.13%
+6,929
92
$450K 0.13%
+2,764
93
$443K 0.13%
+2,564
94
$443K 0.13%
+140,540
95
$436K 0.13%
+1,470
96
$429K 0.13%
+7,747
97
$421K 0.12%
+13,652
98
$421K 0.12%
+3,824
99
$418K 0.12%
+7,631
100
$417K 0.12%
+5,771
2 3
4
5 6