RSS
Rosenblum Silverman Sutton Portfolio holdings
AUM
$413M
1-Year Est. Return
23.28%
1 Year Est. Return
+23.28%
AUM
$413M
AUM Growth
+$49.6M
(+14%)
Holding
78
Top Buys
| 1 | +$1.24M | |
| 2 | +$627K | |
| 3 | +$588K | |
| 4 |
Bank of America Series L
BAC.PRL
|
+$238K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$230K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$469K | |
| 3 | +$421K | |
| 4 |
Constellation Brands
STZ
|
+$339K |
| 5 |
Deckers Outdoor
DECK
|
+$334K |
Sector Composition
| 1 | Technology | 27.5% |
| 2 | Communication Services | 18.03% |
| 3 | Consumer Discretionary | 12.84% |
| 4 | Healthcare | 9.43% |
| 5 | Financials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares California Muni Bond ETF
CMF
$3.42B
| $222K | 0.05% |
+3,980
|
|
||
77
Workday
WDAY
$62.5B
| $209K | 0.05% |
870
|
|
||
|
78
Constellation Brands
STZ
$24.6B
| – | – |
-1,845
|
|