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
$562M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.9M
3
+$10.4M
4
RDDT icon
Reddit
RDDT
+$9.85M
5
FSLR icon
First Solar
FSLR
+$9.5M

Top Sells

1
+$11M
2
+$9.72M
3
+$9.45M
4
BSX icon
Boston Scientific
BSX
+$8.6M
5
DOCS icon
Doximity
DOCS
+$8.16M

Sector Composition

1 Technology 30.15%
2 Communication Services 15.82%
3 Consumer Discretionary 14.64%
4 Financials 13.03%
5 Industrials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$476K 0.08%
3,500
152
$469K 0.08%
4,800
153
$463K 0.08%
910
154
$450K 0.08%
+2,530
155
$441K 0.08%
3,578
156
$412K 0.07%
5,148
157
$403K 0.07%
+36,028
158
$403K 0.07%
2,775
-3,501
159
$402K 0.07%
3,143
-1,197
160
$356K 0.06%
2,400
161
$351K 0.06%
13,857
-732
162
$341K 0.06%
5,562
-146,199
163
$337K 0.06%
13,921
-6,508
164
$336K 0.06%
45,060
165
$331K 0.06%
2,506
-50
166
$307K 0.05%
585
167
$274K 0.05%
3,000
168
$259K 0.05%
4,497
-2,170
169
$252K 0.04%
+1,147
170
$223K 0.04%
2,075
-84,985
171
$223K 0.04%
+2,235
172
$222K 0.04%
1,550
-183
173
$219K 0.04%
8,953
-220
174
$217K 0.04%
+669
175
$212K 0.04%
7,314
5 6
7
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