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
$403M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$7.6M
3
+$7.41M
4
PSX icon
Phillips 66
PSX
+$6.57M
5
ACM icon
Aecom
ACM
+$6.01M

Top Sells

1
+$9.24M
2
+$9.08M
3
+$7.35M
4
PATH icon
UiPath
PATH
+$6.18M
5
AMGN icon
Amgen
AMGN
+$5.78M

Sector Composition

1 Technology 34.36%
2 Healthcare 16.23%
3 Consumer Discretionary 12.9%
4 Communication Services 9%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-23,719
3 4 5 6
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