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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
$356M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$678K
3
+$597K
4
CRM icon
Salesforce
CRM
+$522K
5
PODD icon
Insulet
PODD
+$437K

Top Sells

1
+$959K
2
+$631K
3
+$598K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$521K
5
MRK icon
Merck
MRK
+$306K

Sector Composition

1 Technology 31.7%
2 Healthcare 17.5%
3 Consumer Discretionary 15.71%
4 Communication Services 10.99%
5 Financials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.09M 1.43%
49,440
-195
27
$4.81M 1.35%
22,462
-50
28
$4.61M 1.29%
19,058
+395
29
$4.13M 1.16%
12,338
+435
30
$4.05M 1.14%
8,359
-44
31
$4.04M 1.13%
25,596
-425
32
$3.54M 0.99%
40,553
+80
33
$3.34M 0.94%
17,606
+1,870
34
$2.65M 0.74%
27,482
+3,505
35
$2.46M 0.69%
118,595
+7,600
36
$2.27M 0.64%
19,557
-947
37
$2.19M 0.61%
90,878
38
$2.17M 0.61%
80,081
+24,995
39
$1.85M 0.52%
35,518
+60
40
$1.58M 0.44%
4,665
-1,537
41
$1.57M 0.44%
+39,454
42
$1.14M 0.32%
20,425
43
$948K 0.27%
10,744
-506
44
$876K 0.25%
20,320
-2,520
45
$846K 0.24%
6,704
+4,732
46
$750K 0.21%
4,005
-973
47
$690K 0.19%
2,059
-61
48
$461K 0.13%
1,279
49
$453K 0.13%
3,261
-703
50
$444K 0.12%
6,166
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