RSA
Robertson Stephens Advisors Portfolio holdings
AUM
$116M
This Quarter Return
+1.43%
1 Year Return
+15.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.16%
Holding
137
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$9.15M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$6.28M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.59M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$5.52M |
| 5 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$5.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 4.82% |
| 2 | Technology | 3.68% |
| 3 | Consumer Staples | 3.11% |
| 4 | Healthcare | 2.69% |
| 5 | Real Estate | 2.67% |
