KAUFMAN ROSSIN WEALTH, LLC
KAUFMAN ROSSIN WEALTH, LLC runs KAUFMAN ROSSIN WEALTH, LLC and currently holds 98 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $174.47M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KAUFMAN ROSSIN WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KAUFMAN ROSSIN WEALTH, LLC's portfolio at KAUFMAN ROSSIN WEALTH, LLC has delivered returns of +24.29%. Their 3-year annualized return is +21.93%. Looking at the 5-year horizon, KAUFMAN ROSSIN WEALTH, LLC has achieved +21.93% annualized returns at KAUFMAN ROSSIN WEALTH, LLC.
Portfolio Value
$174.47M
Alpha Score
20.4
#0 of 1000
Holdings
98
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|