SSA

Sierra Summit Advisors Portfolio holdings

AUM $652M
1-Year Est. Return 51.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.7%
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
+$11.1M
2
+$10.9M
3
+$10.4M
4
RDDT icon
Reddit
RDDT
+$9.85M
5
FSLR icon
First Solar
FSLR
+$9.5M

Top Sells

1
+$11M
2
+$9.72M
3
+$9.45M
4
BSX icon
Boston Scientific
BSX
+$8.6M
5
DOCS icon
Doximity
DOCS
+$8.16M

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
76
$1.04M 0.19%
5,032
+170
77
$1.03M 0.18%
14,556
+505
78
$1.01M 0.18%
+2,191
79
$991K 0.18%
+15,318
80
$989K 0.18%
+70,663
81
$987K 0.18%
10,769
+221
82
$977K 0.17%
1,965
-867
83
$964K 0.17%
1,798
-4
84
$962K 0.17%
5,104
+87
85
$959K 0.17%
+87,418
86
$958K 0.17%
4,347
-741
87
$928K 0.17%
+12,790
88
$917K 0.16%
7,230
-174
89
$908K 0.16%
+17,210
90
$906K 0.16%
+9,274
91
$898K 0.16%
37,922
+1,378
92
$889K 0.16%
3,059
-259
93
$864K 0.15%
3,704
94
$849K 0.15%
12,317
-323
95
$842K 0.15%
+22,475
96
$841K 0.15%
802
+28
97
$834K 0.15%
4,812
98
$826K 0.15%
11,481
-242
99
$815K 0.15%
5,582
-90
100
$805K 0.14%
+19,995
2 3
4
5 6