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
126
$321K 0.09%
+13,592
127
$316K 0.09%
+3,740
128
$315K 0.09%
+4,216
129
$314K 0.09%
+2,400
130
$313K 0.09%
+21,664
131
$312K 0.09%
+93,808
132
$307K 0.09%
+1,532
133
$302K 0.09%
+34,194
134
$300K 0.09%
+6,941
135
$299K 0.09%
+12,314
136
$299K 0.09%
+4,259
137
$291K 0.09%
+643
138
$290K 0.08%
+8,600
139
$287K 0.08%
+3,308
140
$285K 0.08%
+738
141
$281K 0.08%
+9,810
142
$280K 0.08%
+21,503
143
$279K 0.08%
+2,940
144
$278K 0.08%
+5,349
145
$275K 0.08%
+42,744
146
$273K 0.08%
+2,758
147
$272K 0.08%
+6,664
148
$269K 0.08%
+5,658
149
$268K 0.08%
+2,757
150
$266K 0.08%
+68,332
4 5
6
7 8