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

Top Buys

1
+$1.95M
2
+$1.16M
3
+$127K
4
PGF icon
Invesco Financial Preferred ETF
PGF
+$104K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$38.1K

Top Sells

1
+$2.5M
2
+$1.32M
3
+$734K
4
NFLX icon
Netflix
NFLX
+$635K
5
CTAS icon
Cintas
CTAS
+$568K

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
1 2 3
4