RSS

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
51
$1.08M 0.37%
13,694
52
$1.08M 0.37%
22,707
-1,865
53
$890K 0.31%
18,694
+6,630
54
$858K 0.3%
34,350
-18,330
55
$802K 0.28%
17,336
+6,152
56
$776K 0.27%
6,139
-1,189
57
$340K 0.12%
8,482
58
$332K 0.12%
1,780
59
$302K 0.1%
1,483
-2,191
60
$296K 0.1%
+10,795
61
$262K 0.09%
+6,490
62
– –
-1,692
63
– –
-26,790
64
– –
-68,893
65
– –
-4,114
66
– –
-77,295
1 2
3