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
176
$202K 0.04%
+1,500
177
$201K 0.04%
732
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5 6 7
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