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
$462M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.72M
3
+$9.45M
4
DOCS icon
Doximity
DOCS
+$8.81M
5
HOOD icon
Robinhood
HOOD
+$8.35M

Top Sells

1
+$13.5M
2
+$11.6M
3
+$11.3M
4
GLW icon
Corning
GLW
+$10.9M
5
FSLR icon
First Solar
FSLR
+$8.69M

Sector Composition

1 Technology 27.34%
2 Financials 15.61%
3 Consumer Discretionary 15.11%
4 Healthcare 14.23%
5 Communication Services 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$482K 0.1%
4,879
-399
152
$474K 0.1%
+28,130
153
$464K 0.1%
3,500
154
$421K 0.09%
4,800
155
$383K 0.08%
2,556
-162
156
$378K 0.08%
2,400
157
$373K 0.08%
2,431
-837
158
$371K 0.08%
585
159
$370K 0.08%
5,148
-120
160
$342K 0.07%
14,589
+312
161
$321K 0.07%
910
162
$311K 0.07%
3,578
163
$304K 0.07%
+7,927
164
$303K 0.07%
14,085
165
$295K 0.06%
6,667
-1,800
166
$290K 0.06%
1,733
+23
167
$274K 0.06%
45,060
+2,150
168
$272K 0.06%
1,347
169
$264K 0.06%
1,651
-550
170
$244K 0.05%
697
-275
171
$243K 0.05%
5,348
+75
172
$237K 0.05%
3,260
-158,982
173
$235K 0.05%
3,000
174
$209K 0.05%
420
-8,985
175
$207K 0.04%
+7,314
4 5 6
7
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