SSA

Sierra Summit Advisors Portfolio holdings

AUM $688M
1-Year Est. Return 66.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$9.74M
4
COIN icon
Coinbase
COIN
+$6.88M
5
LNG icon
Cheniere Energy
LNG
+$6.38M

Top Sells

1
+$11.8M
2
+$11.1M
3
+$9.74M
4
CRBG icon
Corebridge Financial
CRBG
+$9.6M
5
NDAQ icon
Nasdaq
NDAQ
+$6.49M

Sector Composition

1 Technology 28.41%
2 Financials 14.73%
3 Consumer Discretionary 14.52%
4 Communication Services 12.5%
5 Industrials 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$207K 0.03%
7,314
177
$202K 0.03%
7,911
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