RCP
Rothschild Capital Partners Portfolio holdings
AUM $381M
1-Year Return
16.08%
This Quarter Return
+5.37%
1 Year Return
+16.08%
3 Year Return
+77.75%
5 Year Return
+137.62%
10 Year Return
+439.99%
AUM
$211M
AUM Growth
+$5.64M
(+2.8%)
Cap. Flow
-$4.36M
Cap. Flow
% of AUM
-2.07%
Top 10 Holdings %
Top 10 Hldgs %
57.36%
Holding
46
New
1
Increased
6
Reduced
10
Closed
1
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$2.72M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$2.72M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$1.74M |
| 4 |
Devon Energy
DVN
|
+$1.11M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$851K |
Top Sells
| 1 |
Nektar Therapeutics
NKTR
|
+$4.35M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$2.27M |
| 3 |
SPDR S&P Retail ETF
XRT
|
+$2.03M |
| 4 |
Lockheed Martin
LMT
|
+$1.77M |
| 5 |
US Foods
USFD
|
+$1.3M |
Sector Composition
| 1 | Communication Services | 18.46% |
| 2 | Consumer Discretionary | 11.55% |
| 3 | Financials | 10.47% |
| 4 | Industrials | 8.56% |
| 5 | Technology | 5.82% |
