RSS
Rosenblum Silverman Sutton Portfolio holdings
AUM
$413M
1-Year Return
23.28%
This Quarter Return
+1.32%
1 Year Return
+23.28%
3 Year Return
+154.39%
5 Year Return
+196.94%
10 Year Return
–
AUM
$437M
AUM Growth
-$7.39M
(-1.7%)
Cap. Flow
-$6.96M
Cap. Flow
% of AUM
-1.59%
Top 10 Holdings %
Top 10 Hldgs %
43.98%
Holding
71
New
1
Increased
8
Reduced
42
Closed
1
Top Buys
| 1 |
KraneShares Global Carbon Strategy ETF
KRBN
|
$6.14M |
| 2 |
Natera
NTRA
|
$1.32M |
| 3 |
Workiva
WK
|
$354K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$153K |
| 5 |
Dynatrace
DT
|
$144K |
Top Sells
| 1 |
Alibaba
BABA
|
$7.76M |
| 2 |
NVIDIA
NVDA
|
$1.56M |
| 3 |
Tesla
TSLA
|
$542K |
| 4 |
Thermo Fisher Scientific
TMO
|
$517K |
| 5 |
Adobe
ADBE
|
$463K |
Sector Composition
| 1 | Technology | 32.61% |
| 2 | Healthcare | 16.82% |
| 3 | Communication Services | 12.6% |
| 4 | Consumer Discretionary | 12.1% |
| 5 | Financials | 11.98% |
