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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
51
$1.24M 0.44%
69,645
52
$1.08M 0.39%
13,694
+1,557
53
$836K 0.3%
7,328
-4,619
54
$774K 0.28%
44,200
-2,000
55
$702K 0.25%
3,674
-804
56
$565K 0.2%
+7,515
57
$492K 0.18%
+12,064
58
$469K 0.17%
11,184
-3,480
59
$355K 0.13%
1,780
60
$349K 0.12%
8,482
61
$311K 0.11%
1,692
62
$263K 0.09%
4,114
63
– –
-115,664
64
– –
-9,800
65
– –
-22,256
66
– –
-18,465
67
– –
-16,070
68
– –
-5,790
69
– –
-43,725
70
– –
-34,435
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