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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
$308M
AUM Growth
-$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.17M
3 +$1.06M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$915K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$439K

Top Sells

1 +$322K
2 +$272K
3 +$265K
4
TMO icon
Thermo Fisher Scientific
TMO
+$250K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$223K

Sector Composition

1 Technology 31.45%
2 Healthcare 14.62%
3 Consumer Discretionary 11.83%
4 Financials 10.49%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,201
77
-3,685
78
-945
79
-870