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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
51
$430K 0.12%
8,900
52
$429K 0.12%
2,791
-806
53
$413K 0.12%
+1,905
54
$374K 0.11%
10,100
-3,760
55
$343K 0.1%
3,536
56
$310K 0.09%
1,118
-62
57
$292K 0.08%
1,372
58
$261K 0.07%
1,326
59
$249K 0.07%
4,320
-735
60
$247K 0.07%
+7,083
61
$238K 0.07%
+1,000
62
$228K 0.06%
+678
63
$213K 0.06%
+900
64
– –
-65,187
65
– –
-4,142
1 2
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