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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
$398M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.13M
3 +$118K
4
PGF icon
Invesco Financial Preferred ETF
PGF
+$99.2K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$37.6K

Top Sells

1 +$2.43M
2 +$1.21M
3 +$825K
4
NFLX icon
Netflix
NFLX
+$687K
5
TSLA icon
Tesla
TSLA
+$632K

Sector Composition

1 Technology 27.92%
2 Consumer Discretionary 16.13%
3 Communication Services 14.07%
4 Healthcare 9.99%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,655
77
-1,851