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
151
$266K 0.08%
+1,952
152
$266K 0.08%
+8,654
153
$265K 0.08%
+3,100
154
$261K 0.08%
+1,659
155
$261K 0.08%
+5,443
156
$260K 0.08%
+2,000
157
$259K 0.08%
+4,015
158
$259K 0.08%
+2,132
159
$256K 0.07%
+7,022
160
$254K 0.07%
+117,379
161
$253K 0.07%
+56,299
162
$252K 0.07%
+13,425
163
$252K 0.07%
+4,800
164
$252K 0.07%
+35,884
165
$252K 0.07%
+3,956
166
$247K 0.07%
+6,920
167
$244K 0.07%
+4,400
168
$238K 0.07%
+1,937
169
$238K 0.07%
+9,584
170
$235K 0.07%
+2,900
171
$227K 0.07%
+1,925
172
$227K 0.07%
+3,300
173
$225K 0.07%
+105,711
174
$222K 0.06%
+3,714
175
$222K 0.06%
+2,283
4 5 6
7
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