SSA

Sierra Summit Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 40.99%
This Quarter Est. Return
1 Year Est. Return
+40.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.7M
3
+$9.24M
4
PFE icon
Pfizer
PFE
+$9.05M
5
AMGN icon
Amgen
AMGN
+$6.37M

Top Sells

1
+$7.35M
2
+$7.22M
3
+$7.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.46M
5
MTB icon
M&T Bank
MTB
+$6.44M

Sector Composition

1 Technology 35.53%
2 Healthcare 20.62%
3 Consumer Discretionary 11.27%
4 Communication Services 11.07%
5 Financials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$582K 0.16%
+46,138
77
$576K 0.16%
+25,494
78
$575K 0.16%
+20,105
79
$575K 0.16%
3,029
+265
80
$568K 0.15%
+19,497
81
$563K 0.15%
585
-566
82
$560K 0.15%
4,580
+225
83
$558K 0.15%
+19,717
84
$556K 0.15%
+31,685
85
$555K 0.15%
12,799
+102
86
$552K 0.15%
+7,034
87
$551K 0.15%
+44,218
88
$551K 0.15%
+18,792
89
$544K 0.15%
+20,382
90
$533K 0.15%
+10,235
91
$486K 0.13%
6,949
+20
92
$484K 0.13%
+30,328
93
$483K 0.13%
4,153
-40,982
94
$482K 0.13%
2,435
+55
95
$464K 0.13%
2,992
+26
96
$446K 0.12%
1,583
+113
97
$444K 0.12%
7,673
+42
98
$412K 0.11%
12,637
+114
99
$404K 0.11%
3,425
+325
100
$402K 0.11%
2,299
+50
2 3
4
5 6