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
$498M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.3M
3
+$11.7M
4
C icon
Citigroup
C
+$11.5M
5
RL icon
Ralph Lauren
RL
+$9.46M

Top Sells

1
+$10.9M
2
+$9.77M
3
+$9.54M
4
MSFT icon
Microsoft
MSFT
+$8.69M
5
STZ icon
Constellation Brands
STZ
+$7.18M

Sector Composition

1 Technology 35.52%
2 Consumer Discretionary 15.39%
3 Financials 10.43%
4 Communication Services 10.06%
5 Healthcare 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
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