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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
-$57.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$27.9K
3
+$26.3K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$12.7K

Top Sells

1
+$5.72M
2
+$2.76M
3
+$2.68M
4
ADBE icon
Adobe
ADBE
+$2.42M
5
AMZN icon
Amazon
AMZN
+$1.97M

Sector Composition

1 Technology 32.48%
2 Healthcare 14.99%
3 Consumer Discretionary 12.72%
4 Financials 10.45%
5 Communication Services 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$527K 0.19%
6,005
52
$481K 0.18%
1,280
+70
53
$463K 0.17%
9,865
-873
54
$432K 0.16%
1,769
+114
55
$353K 0.13%
1,024
-15
56
$345K 0.13%
1,037
57
$290K 0.11%
939
-425
58
$246K 0.09%
598
59
$239K 0.09%
1,187
-39
60
$237K 0.09%
1,594
61
$230K 0.08%
900
62
$221K 0.08%
+3,985
63
– –
-3,536
64
– –
-4,795
65
– –
-2,031
1 2
3