RSS
Rosenblum Silverman Sutton Portfolio holdings
AUM
$438M
1-Year Est. Return
24.86%
1 Year Est. Return
+24.86%
AUM
$438M
AUM Growth
+$25.4M
(+6.2%)
Holding
79
Top Buys
| 1 | +$2.97M | |
| 2 | +$2.73M | |
| 3 | +$2.69M | |
| 4 |
Synopsys
SNPS
|
+$482K |
| 5 |
BellRing Brands
BRBR
|
+$287K |
Top Sells
| 1 | +$3.24M | |
| 2 | +$565K | |
| 3 | +$423K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$318K |
| 5 |
Meta Platforms (Facebook)
META
|
+$252K |
Sector Composition
| 1 | Technology | 26.73% |
| 2 | Communication Services | 18.6% |
| 3 | Consumer Discretionary | 12.71% |
| 4 | Healthcare | 10.02% |
| 5 | Financials | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Workday
WDAY
$56B
| $209K | 0.05% |
870
|
|
||
77
Shopify
SHOP
$204B
| $208K | 0.05% |
+1,400
|
|
||
78
Citigroup
C
$185B
| $204K | 0.05% |
+2,005
|
|
||
79
iShares California Muni Bond ETF
CMF
$3.61B
| – | – |
-3,980
|
|