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
$343M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.7M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
AMZN icon
Amazon
AMZN
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.36%
2 Healthcare 14.37%
3 Consumer Discretionary 12.33%
4 Financials 10.59%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$222K 0.06%
+29,427
177
$221K 0.06%
+8,049
178
$221K 0.06%
+5,856
179
$220K 0.06%
+6,668
180
$219K 0.06%
+29,811
181
$218K 0.06%
+14,515
182
$215K 0.06%
+48,099
183
$214K 0.06%
+283
184
$213K 0.06%
+14,869
185
$209K 0.06%
+7,269
186
$209K 0.06%
+845
187
$204K 0.06%
+3,960
188
$202K 0.06%
+22,436
189
$199K 0.06%
+10,754
190
$194K 0.06%
+11,495
191
$177K 0.05%
+12,709
192
$139K 0.04%
+14,909
193
$126K 0.04%
+21,155
194
$121K 0.04%
+35,279
195
$119K 0.03%
+11,272
196
$112K 0.03%
+15,574
197
$77.9K 0.02%
+11,801
198
$70.7K 0.02%
+14,972
4 5 6 7
8