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

Top Buys

1
+$12M
2
+$11.8M
3
+$10.2M
4
DOCS icon
Doximity
DOCS
+$9.58M
5
HOOD icon
Robinhood
HOOD
+$9.54M

Top Sells

1
+$13.5M
2
+$12.5M
3
+$12.3M
4
GLW icon
Corning
GLW
+$11.8M
5
RL icon
Ralph Lauren
RL
+$9.26M

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
176
$204K 0.04%
1,714
-4,459
177
$203K 0.04%
9,173
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