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SSA
Sierra Summit Advisors Portfolio holdings
AUM
$688M
1-Year Est. Return
66.43%
This Fund
S&P 500
This Quarter
Est. Return
+19.74%
1 Year Est. Return
+66.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$656M
AUM Growth
+$94.3M
(+17%)
Cap. Flow
+$7.56M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
33.51%
Holding
221
New
44
Increased
69
Reduced
47
Closed
44
Top Buys
| 1 |
Rocket Companies
RKT
|
+$15.7M |
| 2 |
CRCL
Circle Internet Group
CRCL
|
+$13.6M |
| 3 |
Cardinal Health
CAH
|
+$9.74M |
| 4 |
Coinbase
COIN
|
+$6.88M |
| 5 |
Cheniere Energy
LNG
|
+$6.38M |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
+$11.8M |
| 2 |
Baidu
BIDU
|
+$11.1M |
| 3 |
Reddit
RDDT
|
+$9.74M |
| 4 |
Corebridge Financial
CRBG
|
+$9.6M |
| 5 |
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% |
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