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
$368M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.4M
3
+$9.21M
4
PFE icon
Pfizer
PFE
+$9.04M
5
AMGN icon
Amgen
AMGN
+$6.55M

Top Sells

1
+$7.22M
2
+$6.8M
3
+$6.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.46M
5
MTB icon
M&T Bank
MTB
+$6.44M

Sector Composition

1 Technology 35.53%
2 Healthcare 20.62%
3 Consumer Discretionary 11.27%
4 Communication Services 11.07%
5 Financials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
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