RSS

Rosenblum Silverman Sutton Portfolio holdings

AUM $438M
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$2.42M
2 +$1.07M
3 +$907K
4
NVDA icon
NVIDIA
NVDA
+$863K
5
TSLA icon
Tesla
TSLA
+$801K

Sector Composition

1 Technology 25.25%
2 Communication Services 15.85%
3 Consumer Discretionary 13.48%
4 Healthcare 10.43%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,225