RCP
Rothschild Capital Partners Portfolio holdings
AUM
$381M
1-Year Return
16.08%
This Quarter Return
+3.07%
1 Year Return
+16.08%
3 Year Return
+77.75%
5 Year Return
+137.62%
10 Year Return
+439.99%
AUM
$220M
AUM Growth
-$4.27M
(-1.9%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-5.25%
Top 10 Holdings %
Top 10 Hldgs %
53.63%
Holding
50
New
7
Increased
12
Reduced
16
Closed
6
Top Buys
| 1 |
Edgewell Personal Care
EPC
|
$7.24M |
| 2 |
CTXS
Citrix Systems Inc
CTXS
|
$5.88M |
| 3 |
CSII
Cardiovascular Systems, Inc.
CSII
|
$5.39M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$4.97M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$3.74M |
Top Sells
| 1 |
Insulet
PODD
|
$12.8M |
| 2 |
Starwood Property Trust
STWD
|
$6.82M |
| 3 |
DexCom
DXCM
|
$5.71M |
| 4 |
Thermo Fisher Scientific
TMO
|
$5.42M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$4.24M |
Sector Composition
| 1 | Healthcare | 21.3% |
| 2 | Technology | 20.76% |
| 3 | Communication Services | 12.58% |
| 4 | Energy | 7.59% |
| 5 | Industrials | 4.35% |
