RCP
Rothschild Capital Partners Portfolio holdings
AUM
$381M
This Quarter Return
+2.43%
1 Year Return
+16.08%
3 Year Return
+77.75%
5 Year Return
+137.62%
10 Year Return
+439.99%
AUM
$219M
AUM Growth
+$219M
(+8.6%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
5.49%
Top 10 Holdings %
Top 10 Hldgs %
48.46%
Holding
51
New
6
Increased
7
Reduced
7
Closed
5
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.26M |
| 2 |
SPDR S&P Insurance ETF
KIE
|
$7.61M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$7.29M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$6.26M |
| 5 |
SPDR Gold Trust
GLD
|
$4.08M |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$5.03M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$4.38M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$4.19M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$3.02M |
| 5 |
FRC
First Republic Bank
FRC
|
$2.54M |
Sector Composition
| 1 | Communication Services | 18.46% |
| 2 | Industrials | 8.62% |
| 3 | Energy | 8.07% |
| 4 | Financials | 8.01% |
| 5 | Healthcare | 7.33% |
