RSS
Rosenblum Silverman Sutton Portfolio holdings
AUM
$432M
1-Year Est. Return
17.38%
This Fund
S&P 500
1 Year Est. Return
+17.38%
AUM
$438M
AUM Growth
+$25.4M
(+6.2%)
Holding
79
Top Buys
| 1 | +$2.94M | |
| 2 | +$2.7M | |
| 3 | +$2.66M | |
| 4 |
Synopsys
SNPS
|
+$552K |
| 5 |
BellRing Brands
BRBR
|
+$356K |
Top Sells
| 1 | +$3.02M | |
| 2 | +$583K | |
| 3 | +$431K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$274K |
| 5 |
Meta Platforms (Facebook)
META
|
+$255K |
Sector Composition
| 1 | Technology | 26.73% |
| 2 | Communication Services | 18.6% |
| 3 | Consumer Discretionary | 12.71% |
| 4 | Healthcare | 10.02% |
| 5 | Financials | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Workday
WDAY
$32.5B
| $209K | 0.05% |
870
|
|
||
77
Shopify
SHOP
$172B
| $208K | 0.05% |
+1,400
|
|
||
78
Citigroup
C
$221B
| $204K | 0.05% |
+2,005
|
|
||
79
iShares California Muni Bond ETF
CMF
$4.23B
| – | – |
-3,980
|
|