SSA
Sierra Summit Advisors Portfolio holdings
AUM
$562M
1-Year Return
40.99%
This Quarter Return
+11.91%
1 Year Return
+40.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$368M
AUM Growth
+$24.7M
(+7.2%)
Cap. Flow
-$4.2M
Cap. Flow
% of AUM
-1.14%
Top 10 Holdings %
Top 10 Hldgs %
34.89%
Holding
229
New
31
Increased
62
Reduced
38
Closed
85
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$11.3M |
| 2 |
Icon
ICLR
|
$10.7M |
| 3 |
Match Group
MTCH
|
$9.24M |
| 4 |
Pfizer
PFE
|
$9.05M |
| 5 |
Amgen
AMGN
|
$6.37M |
Top Sells
| 1 |
Oracle
ORCL
|
$7.35M |
| 2 |
Costco
COST
|
$7.22M |
| 3 |
HES
Hess
HES
|
$7.15M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$6.46M |
| 5 |
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% |
