RSS

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

Top Buys

1 +$633K
2 +$548K
3 +$444K
4
SNPS icon
Synopsys
SNPS
+$376K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$226K

Top Sells

1 +$1.42M
2 +$272K
3 +$261K
4
COST icon
Costco
COST
+$244K
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