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
$368M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.7M
3
+$9.24M
4
PFE icon
Pfizer
PFE
+$9.05M
5
AMGN icon
Amgen
AMGN
+$6.37M

Top Sells

1
+$7.35M
2
+$7.22M
3
+$7.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.46M
5
MTB icon
M&T Bank
MTB
+$6.44M

Sector Composition

1 Technology 35.53%
2 Healthcare 20.62%
3 Consumer Discretionary 11.27%
4 Communication Services 11.07%
5 Financials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
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