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
101
$416K 0.12%
+24,622
102
$414K 0.12%
+2,380
103
$411K 0.12%
+2,966
104
$409K 0.12%
+12,523
105
$400K 0.12%
+11,483
106
$393K 0.11%
+4,355
107
$389K 0.11%
+9,720
108
$382K 0.11%
+2,249
109
$359K 0.1%
+3,929
110
$358K 0.1%
+6,068
111
$358K 0.1%
+2,403
112
$356K 0.1%
+6,340
113
$346K 0.1%
+3,935
114
$344K 0.1%
+108,754
115
$343K 0.1%
+19,677
116
$341K 0.1%
+2,284
117
$339K 0.1%
+27,393
118
$338K 0.1%
+20,168
119
$337K 0.1%
+38,583
120
$333K 0.1%
+28,446
121
$332K 0.1%
+1,434
122
$331K 0.1%
+56,231
123
$326K 0.1%
+2,262
124
$325K 0.09%
+17,535
125
$323K 0.09%
+10,357
3 4
5
6 7