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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
$363M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.6M
3
+$410K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$356K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$244K

Top Sells

1
+$2.42M
2
+$1.07M
3
+$907K
4
NVDA icon
NVIDIA
NVDA
+$863K
5
TSLA icon
Tesla
TSLA
+$801K

Sector Composition

1 Technology 25.25%
2 Communication Services 15.85%
3 Consumer Discretionary 13.48%
4 Healthcare 10.43%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
51
Morgan Stanley
MS
$252B
$710K 0.2%
6,089
+72
IWF icon
52
iShares Russell 1000 Growth ETF
IWF
$122B
$695K 0.19%
1,924
+1
ILMN icon
53
Illumina
ILMN
$14.7B
$681K 0.19%
8,585
-6,013
NKE icon
54
Nike
NKE
$99.6B
$654K 0.18%
10,296
-7,971
VCSH icon
55
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$622K 0.17%
7,880
VOT icon
56
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$605K 0.17%
2,474
+488
TIP icon
57
iShares TIPS Bond ETF
TIP
$13.9B
$568K 0.16%
5,110
SPGI icon
58
S&P Global
SPGI
$144B
$520K 0.14%
1,024
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.06T
$503K 0.14%
945
VOO icon
60
Vanguard S&P 500 ETF
VOO
$757B
$482K 0.13%
937
+11
SPYG icon
61
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$477K 0.13%
5,930
+95
PYPL icon
62
PayPal
PYPL
$64.4B
$459K 0.13%
7,027
-4,658
DIA icon
63
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
$411K 0.11%
979
-5
CVX icon
64
Chevron
CVX
$308B
$402K 0.11%
2,404
-775
QLD icon
65
ProShares Ultra QQQ
QLD
$9.91B
$377K 0.1%
4,240
STZ icon
66
Constellation Brands
STZ
$24.6B
$339K 0.09%
1,845
-13,183
IVV icon
67
iShares Core S&P 500 ETF
IVV
$660B
$326K 0.09%
580
ISRG icon
68
Intuitive Surgical
ISRG
$160B
$297K 0.08%
600
-30
NTRA icon
69
Natera
NTRA
$24.9B
$283K 0.08%
2,000
UNP icon
70
Union Pacific
UNP
$134B
$278K 0.08%
1,178
IWO icon
71
iShares Russell 2000 Growth ETF
IWO
$13.1B
$268K 0.07%
1,048
+162
ANET icon
72
Arista Networks
ANET
$180B
$249K 0.07%
3,215
-85
RTX icon
73
RTX Corp
RTX
$211B
$215K 0.06%
+1,626
SLYG icon
74
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
$206K 0.06%
2,477
+7
WDAY icon
75
Workday
WDAY
$62.5B
$203K 0.06%
870
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3
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