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
126
$687K 0.12%
13,787
-4,239
127
$675K 0.12%
+4,438
128
$665K 0.12%
2,965
-810
129
$665K 0.12%
5,969
+1,328
130
$663K 0.12%
27,401
-8,978
131
$662K 0.12%
+12,086
132
$661K 0.12%
+7,546
133
$655K 0.12%
+4,244
134
$649K 0.12%
65,331
+2,060
135
$649K 0.12%
+23,370
136
$641K 0.11%
5,864
-192
137
$640K 0.11%
3,890
-435
138
$640K 0.11%
6,419
-83
139
$633K 0.11%
9,414
+162
140
$632K 0.11%
+9,359
141
$613K 0.11%
+17,232
142
$592K 0.11%
2,170
+12
143
$586K 0.1%
4,729
-150
144
$586K 0.1%
4,965
+47
145
$580K 0.1%
26,715
+237
146
$577K 0.1%
8,520
+182
147
$562K 0.1%
+4,516
148
$555K 0.1%
8,950
149
$535K 0.1%
+11,647
150
$527K 0.09%
5,000
4 5
6
7 8