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Rosenblum Silverman Sutton Portfolio holdings

AUM $432M
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.38%
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 +$7.42M
2 +$2.58M
3 +$632K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$293K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$265K

Top Sells

1 +$3.37M
2 +$1.41M
3 +$657K
4
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$640K
5
PYPL icon
PayPal
PYPL
+$622K

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