RSS
Rosenblum Silverman Sutton Portfolio holdings
AUM
$413M
1-Year Est. Return
23.28%
1 Year Est. Return
+23.28%
AUM
$363M
AUM Growth
-$35.2M
(-8.8%)
Holding
76
Top Buys
| 1 | +$5.18M | |
| 2 | +$1.6M | |
| 3 | +$410K | |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$356K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$244K |
Top Sells
| 1 | +$2.42M | |
| 2 | +$1.07M | |
| 3 | +$907K | |
| 4 |
NVIDIA
NVDA
|
+$863K |
| 5 |
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
Fidelity National Information Services
FIS
$34.9B
| – | – |
-13,225
|
|