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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
$353M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$2.58M
3 +$631K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$308K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$265K

Top Sells

1 +$4.2M
2 +$1.41M
3 +$679K
4
ILMN icon
Illumina
ILMN
+$655K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$635K

Sector Composition

1 Technology 29.12%
2 Consumer Discretionary 15.37%
3 Communication Services 12.83%
4 Healthcare 10.46%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-91,005