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
101
$804K 0.14%
+41,662
102
$801K 0.14%
+10,271
103
$798K 0.14%
7,662
-10
104
$786K 0.14%
2,520
-469
105
$774K 0.14%
3,539
-1,641
106
$763K 0.14%
17,045
-1,576
107
$763K 0.14%
4,229
-693
108
$756K 0.13%
2,486
-25
109
$754K 0.13%
4,567
+372
110
$754K 0.13%
7,262
-141
111
$748K 0.13%
7,261
+893
112
$746K 0.13%
6,693
+632
113
$735K 0.13%
12,868
+1,077
114
$729K 0.13%
7,801
-62
115
$729K 0.13%
1
116
$727K 0.13%
17,553
-885
117
$720K 0.13%
+11,561
118
$708K 0.13%
+5,533
119
$698K 0.12%
+37,269
120
$698K 0.12%
+19,360
121
$697K 0.12%
+4,135
122
$694K 0.12%
15,424
+1,562
123
$693K 0.12%
1,580
-66
124
$689K 0.12%
2,305
125
$688K 0.12%
+88,420
3 4
5
6 7