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
126
$591K 0.13%
6,502
+856
127
$590K 0.13%
+11,791
128
$587K 0.13%
+16,247
129
$587K 0.13%
+16,830
130
$585K 0.13%
+6,061
131
$582K 0.13%
+6,080
132
$581K 0.13%
+1,802
133
$579K 0.13%
2,158
+768
134
$578K 0.13%
+4,195
135
$564K 0.12%
+2,273
136
$563K 0.12%
+4,971
137
$562K 0.12%
+55,008
138
$561K 0.12%
9,252
+1,579
139
$556K 0.12%
6,368
+767
140
$556K 0.12%
5,000
141
$554K 0.12%
+5,001
142
$550K 0.12%
+8,906
143
$545K 0.12%
6,918
+1,035
144
$543K 0.12%
4,340
-855
145
$533K 0.12%
18,026
-1,977
146
$522K 0.11%
8,950
-313
147
$522K 0.11%
+35,768
148
$521K 0.11%
8,338
-3,563
149
$518K 0.11%
20,429
150
$511K 0.11%
+5,553
4 5
6
7 8