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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
$274M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$888K
3
+$348K
4
JPM icon
JPMorgan Chase
JPM
+$238K
5
C icon
Citigroup
C
+$111K

Top Sells

1
+$3.71M
2
+$3.05M
3
+$1.42M
4
ADBE icon
Adobe
ADBE
+$1.4M
5
ADI icon
Analog Devices
ADI
+$711K

Sector Composition

1 Technology 29.27%
2 Healthcare 16.59%
3 Consumer Discretionary 16.35%
4 Financials 12.92%
5 Communication Services 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.18%
3,964
52
$359K 0.13%
4,142
-67
53
$352K 0.13%
1,290
-20
54
$322K 0.12%
1,422
55
– –
-77,828
56
– –
-6,213
57
– –
-1,326
1 2
3