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
101
$690K 0.15%
+2,511
102
$676K 0.15%
33,324
+6,926
103
$676K 0.15%
4,812
104
$670K 0.15%
8,103
+2,228
105
$669K 0.14%
+15,015
106
$667K 0.14%
+5,088
107
$663K 0.14%
3,318
+535
108
$660K 0.14%
+4,325
109
$659K 0.14%
1,782
-10,447
110
$655K 0.14%
5,433
+1,072
111
$642K 0.14%
+26,478
112
$634K 0.14%
+5,553
113
$634K 0.14%
+10,949
114
$633K 0.14%
6,056
-7,525
115
$633K 0.14%
+25,877
116
$628K 0.14%
+3,467
117
$625K 0.14%
5,897
+1,292
118
$623K 0.14%
+8,267
119
$623K 0.13%
3,121
-56,848
120
$620K 0.13%
+3,922
121
$610K 0.13%
1,646
+64
122
$600K 0.13%
4,918
-51
123
$598K 0.13%
+63,271
124
$595K 0.13%
+4,641
125
$593K 0.13%
+7,863
3 4
5
6 7