RCP
Rothschild Capital Partners Portfolio holdings
AUM
$381M
This Quarter Return
+4.9%
1 Year Return
+16.08%
3 Year Return
+77.75%
5 Year Return
+137.62%
10 Year Return
+439.99%
AUM
$202M
AUM Growth
+$202M
(-4.9%)
Cap. Flow
-$15.2M
Cap. Flow
% of AUM
-7.5%
Top 10 Holdings %
Top 10 Hldgs %
53.19%
Holding
45
New
4
Increased
4
Reduced
18
Closed
5
Top Buys
| 1 |
ENOC
EnerNOC, Inc.
ENOC
|
$5.66M |
| 2 |
SPDR Gold Trust
GLD
|
$4.96M |
| 3 |
CUTR
Cutera, Inc.
CUTR
|
$403K |
| 4 |
ATTU
Attunity Ltd
ATTU
|
$397K |
| 5 |
Johnson & Johnson
JNJ
|
$205K |
Top Sells
| 1 |
eBay
EBAY
|
$6.25M |
| 2 |
OKS
Oneok Partners LP
OKS
|
$3.85M |
| 3 |
Apple
AAPL
|
$2.64M |
| 4 |
CSOD
Cornerstone OnDemand, Inc.
CSOD
|
$2.55M |
| 5 |
Insulet
PODD
|
$2.46M |
Sector Composition
| 1 | Healthcare | 24.32% |
| 2 | Communication Services | 15.79% |
| 3 | Energy | 15.59% |
| 4 | Technology | 8.34% |
| 5 | Industrials | 8.25% |
