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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
$373M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$637K
2 +$552K
3 +$443K
4
SNPS icon
Synopsys
SNPS
+$396K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$228K

Top Sells

1 +$1.73M
2 +$308K
3 +$266K
4
SAIA icon
Saia
SAIA
+$266K
5
WDAY icon
Workday
WDAY
+$237K

Sector Composition

1 Technology 30.4%
2 Consumer Discretionary 14.9%
3 Communication Services 13.49%
4 Healthcare 10.62%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-870