SSA

Sierra Summit Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 40.99%
This Quarter Est. Return
1 Year Est. Return
+40.99%
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
AAPL icon
1
Apple
AAPL
$3.74T
$24.7M 5.36%
111,309
+2,694
NVDA icon
2
NVIDIA
NVDA
$4.46T
$23.7M 5.14%
218,730
+1,025
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$3.06T
$15.6M 3.38%
100,940
-983
AMZN icon
4
Amazon
AMZN
$2.27T
$14.8M 3.21%
77,905
+120
NFLX icon
5
Netflix
NFLX
$510B
$12.7M 2.75%
13,617
+2,806
META icon
6
Meta Platforms (Facebook)
META
$1.8T
$12.5M 2.71%
21,663
-6,097
TSLA icon
7
Tesla
TSLA
$1.46T
$12.3M 2.66%
47,312
+913
C icon
8
Citigroup
C
$174B
$11.8M 2.55%
165,982
-1,552
PANW icon
9
Palo Alto Networks
PANW
$141B
$11M 2.39%
64,631
-12,008
BX icon
10
Blackstone
BX
$122B
$11M 2.39%
78,813
+401
MELI icon
11
Mercado Libre
MELI
$103B
$10.9M 2.36%
5,582
+419
ISRG icon
12
Intuitive Surgical
ISRG
$160B
$10.5M 2.28%
21,258
-191
PWR icon
13
Quanta Services
PWR
$64.6B
$10.4M 2.25%
+40,883
SOFI icon
14
SoFi Technologies
SOFI
$31.8B
$9.72M 2.11%
+835,380
LLY icon
15
Eli Lilly
LLY
$720B
$9.56M 2.07%
11,575
+719
DOCU icon
16
DocuSign
DOCU
$13.7B
$9.45M 2.05%
+116,078
ANET icon
17
Arista Networks
ANET
$180B
$9.08M 1.97%
117,245
+35,815
CRBG icon
18
Corebridge Financial
CRBG
$16.7B
$8.99M 1.95%
284,891
-53,580
DOCS icon
19
Doximity
DOCS
$12.7B
$8.81M 1.91%
+151,761
BSX icon
20
Boston Scientific
BSX
$147B
$8.78M 1.9%
87,060
-31,290
HOOD icon
21
Robinhood
HOOD
$115B
$8.35M 1.81%
+200,677
VEEV icon
22
Veeva Systems
VEEV
$46.5B
$7.96M 1.72%
+34,360
GEV icon
23
GE Vernova
GEV
$163B
$7.91M 1.71%
25,904
-868
BKNG icon
24
Booking.com
BKNG
$164B
$7.77M 1.68%
1,686
+25
DHI icon
25
D.R. Horton
DHI
$45.8B
$6.98M 1.51%
+54,900