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
$462M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.72M
3
+$9.45M
4
DOCS icon
Doximity
DOCS
+$8.81M
5
HOOD icon
Robinhood
HOOD
+$8.35M

Top Sells

1
+$13.5M
2
+$11.6M
3
+$11.3M
4
GLW icon
Corning
GLW
+$10.9M
5
FSLR icon
First Solar
FSLR
+$8.69M

Sector Composition

1 Technology 27.34%
2 Financials 15.61%
3 Consumer Discretionary 15.11%
4 Healthcare 14.23%
5 Communication Services 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$896K 0.19%
5,259
+220
77
$874K 0.19%
+4,862
78
$872K 0.19%
12,640
+386
79
$841K 0.18%
+4,585
80
$838K 0.18%
3,704
81
$836K 0.18%
7,672
+270
82
$828K 0.18%
8,057
-1,798
83
$809K 0.18%
7,403
-4
84
$807K 0.17%
36,544
-9
85
$802K 0.17%
25,302
+3,080
86
$798K 0.17%
+1
87
$794K 0.17%
6,276
+824
88
$792K 0.17%
3,590
-37,354
89
$780K 0.17%
3,775
+766
90
$780K 0.17%
+13,780
91
$772K 0.17%
18,438
+636
92
$756K 0.16%
+13,862
93
$751K 0.16%
+5,672
94
$737K 0.16%
+25,031
95
$734K 0.16%
4,922
+723
96
$733K 0.16%
774
-71
97
$730K 0.16%
7,404
+244
98
$724K 0.16%
5,180
-424
99
$719K 0.16%
2,305
100
$710K 0.15%
+18,621
2 3
4
5 6