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

Top Buys

1
+$10.4M
2
+$9.72M
3
+$9.45M
4
DOCS icon
Doximity
DOCS
+$8.81M
5
HOOD icon
Robinhood
HOOD
+$8.35M

Top Sells

1
+$13.5M
2
+$11.6M
3
+$11.3M
4
GLW icon
Corning
GLW
+$10.9M
5
FSLR icon
First Solar
FSLR
+$8.69M

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
1
$24.7M 5.36%
111,309
+2,694
2
$23.7M 5.14%
218,730
+1,025
3
$15.6M 3.38%
100,940
-983
4
$14.8M 3.21%
77,905
+120
5
$12.7M 2.75%
136,170
+28,060
6
$12.5M 2.71%
21,663
-6,097
7
$12.3M 2.66%
47,312
+913
8
$11.8M 2.55%
165,982
-1,552
9
$11M 2.39%
64,631
-12,008
10
$11M 2.39%
78,813
+401
11
$10.9M 2.36%
5,582
+419
12
$10.5M 2.28%
21,258
-191
13
$10.4M 2.25%
+40,883
14
$9.72M 2.11%
+835,380
15
$9.56M 2.07%
11,575
+719
16
$9.45M 2.05%
+116,078
17
$9.08M 1.97%
117,245
+35,815
18
$8.99M 1.95%
284,891
-53,580
19
$8.81M 1.91%
+151,761
20
$8.78M 1.9%
87,060
-31,290
21
$8.35M 1.81%
+200,677
22
$7.96M 1.72%
+34,360
23
$7.91M 1.71%
25,904
-868
24
$7.77M 1.68%
1,686
+25
25
$6.98M 1.51%
+54,900
1
2 3 4 5