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Rosenblum Silverman Sutton Portfolio holdings

AUM $438M
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.27M
3
+$2.53M
4
PODD icon
Insulet
PODD
+$1.47M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$1.42M

Top Sells

1
+$4.67M
2
+$4.13M
3
+$3.34M
4
GE icon
GE Aerospace
GE
+$1.86M
5
DXCM icon
DexCom
DXCM
+$1.66M

Sector Composition

1 Technology 28.32%
2 Consumer Discretionary 15.71%
3 Communication Services 14.51%
4 Financials 13.67%
5 Healthcare 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.5%
74,445
-3,670
27
$4.09M 1.45%
125,210
-3,250
28
$3.99M 1.42%
68,893
-4,257
29
$3.99M 1.42%
109,900
-2,400
30
$3.75M 1.34%
125,154
-3,431
31
$3.4M 1.21%
32,610
+185
32
$3.35M 1.19%
22,880
-265
33
$3.2M 1.14%
80,280
+200
34
$3.19M 1.14%
38,375
-2,450
35
$3.18M 1.13%
47,135
+775
36
$3.13M 1.12%
26,790
-1,900
37
$2.96M 1.05%
20,338
-424
38
$2.55M 0.91%
63,325
-4,610
39
$2.47M 0.88%
13,020
+350
40
$2.33M 0.83%
21,207
-681
41
$2.32M 0.83%
34,932
+13,370
42
$2.2M 0.78%
89,980
-8,700
43
$1.98M 0.71%
47,263
-100
44
$1.7M 0.6%
52,680
+440
45
$1.52M 0.54%
47,600
-200
46
$1.43M 0.51%
29,685
+4,135
47
$1.42M 0.51%
+23,615
48
$1.33M 0.47%
24,572
+315
49
$1.29M 0.46%
+7,795
50
$1.24M 0.44%
19,445
-1,770
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