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Rosenblum Silverman Sutton Portfolio holdings

AUM $413M
1-Year Est. Return 23.28%
This Quarter Est. Return
1 Year Est. Return
+23.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.16M
3
+$3.1M
4
OLLI icon
Ollie's Bargain Outlet
OLLI
+$2.61M
5
TDOC icon
Teladoc Health
TDOC
+$1.49M

Top Sells

1
+$5M
2
+$3.99M
3
+$3.13M
4
NVDA icon
NVIDIA
NVDA
+$2.05M
5
AMZN icon
Amazon
AMZN
+$1.92M

Sector Composition

1 Technology 26.93%
2 Communication Services 15.2%
3 Consumer Discretionary 14%
4 Healthcare 13.02%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.35M 1.51%
105,340
-4,560
27
$4.32M 1.5%
59,642
+36,027
28
$4.02M 1.39%
27,252
-432
29
$4M 1.39%
79,357
-923
30
$3.92M 1.36%
28,854
-1,470
31
$3.77M 1.31%
46,574
+39,059
32
$3.52M 1.22%
124,808
-346
33
$3.1M 1.07%
+40,940
34
$3.07M 1.06%
20,270
-2,610
35
$2.89M 1%
43,215
-3,920
36
$2.88M 1%
36,137
+1,205
37
$2.86M 0.99%
63,605
-10,840
38
$2.78M 0.96%
32,465
-5,910
39
$2.57M 0.89%
17,813
-2,525
40
$2.19M 0.76%
24,310
-8,300
41
$2.06M 0.71%
19,786
-1,421
42
$1.96M 0.68%
88,180
-1,800
43
$1.83M 0.64%
29,435
-250
44
$1.82M 0.63%
12,240
-780
45
$1.54M 0.53%
67,395
-2,250
46
$1.48M 0.51%
73,985
+29,785
47
$1.4M 0.49%
36,053
-11,210
48
$1.38M 0.48%
42,900
-4,700
49
$1.34M 0.46%
7,760
-35
50
$1.2M 0.42%
19,095
-350
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