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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
$232M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.42M
3
+$639K
4
USO icon
United States Oil Fund
USO
+$476K
5
EVR icon
Evercore
EVR
+$439K

Top Sells

1
+$3.56M
2
+$1.89M
3
+$894K
4
QIWI
QIWI PLC
QIWI
+$878K
5
OLED icon
Universal Display
OLED
+$809K

Sector Composition

1 Technology 23.63%
2 Healthcare 22.41%
3 Consumer Discretionary 18.54%
4 Financials 14.33%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$903K 0.39%
27,150
-3,400
52
$809K 0.35%
7,107
-100
53
$779K 0.34%
11,595
-600
54
$668K 0.29%
84,150
-7,000
55
$614K 0.26%
1,810
56
$532K 0.23%
5,754
+3
57
$508K 0.22%
4,840
-150
58
$503K 0.22%
3,075
-50
59
$490K 0.21%
41,200
60
$487K 0.21%
35,400
61
$476K 0.2%
+2,925
62
$439K 0.19%
+8,385
63
$426K 0.18%
+13,625
64
$418K 0.18%
4,699
-100
65
$373K 0.16%
6,000
66
$356K 0.15%
+12,200
67
$350K 0.15%
5,232
68
$342K 0.15%
3,266
+5
69
$341K 0.15%
7,000
70
$327K 0.14%
8,000
71
$323K 0.14%
2,150
+200
72
$275K 0.12%
+16,000
73
$275K 0.12%
+1,999
74
$268K 0.12%
+4,100
75
$255K 0.11%
3,070
1 2
3
4