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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
$444M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$1.28M
3
+$744K
4
CRM icon
Salesforce
CRM
+$635K
5
WK icon
Workiva
WK
+$514K

Top Sells

1
+$3.82M
2
+$497K
3
+$439K
4
AMZN icon
Amazon
AMZN
+$406K
5
PODD icon
Insulet
PODD
+$222K

Sector Composition

1 Technology 32.3%
2 Healthcare 16.84%
3 Consumer Discretionary 14.4%
4 Financials 12.33%
5 Communication Services 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$639K 0.14%
2,834
+71
52
$574K 0.13%
10,685
-490
53
$562K 0.13%
14,350
-2,565
54
$536K 0.12%
5,116
-53
55
$513K 0.12%
1,889
-308
56
$508K 0.11%
1,239
57
$407K 0.09%
3,591
+95
58
$405K 0.09%
3,536
59
$386K 0.09%
1,118
60
$380K 0.09%
2,814
61
$379K 0.09%
1,364
62
$337K 0.08%
3,954
-181
63
$292K 0.07%
1,326
64
$276K 0.06%
900
65
$265K 0.06%
7,370
-30
66
$264K 0.06%
615
67
$263K 0.06%
6,720
68
$256K 0.06%
2,262
+1
69
$251K 0.06%
3,580
+275
70
$208K 0.05%
870
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