RSA
Robertson Stephens Advisors Portfolio holdings
AUM
$116M
This Quarter Return
+4.77%
1 Year Return
+15.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+4.2%)
Cap. Flow
-$142K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
54.02%
Holding
75
New
3
Increased
19
Reduced
33
Closed
10
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.12M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$1.47M |
| 3 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$1.28M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$1.14M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.13M |
Top Sells
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Consumer Discretionary | 1.33% |
| 3 | Healthcare | 0.87% |
| 4 | Communication Services | 0.54% |
| 5 | Consumer Staples | 0.2% |
