RCP

Rothschild Capital Partners Portfolio holdings

AUM $381M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$5.59M
3
+$3.08M
4
GLD icon
SPDR Gold Trust
GLD
+$2.28M
5
CRM icon
Salesforce
CRM
+$1.47M

Top Sells

1
+$4.23M
2
+$913K
3
+$35K

Sector Composition

1 Communication Services 15.11%
2 Technology 13.12%
3 Consumer Discretionary 8.82%
4 Financials 7.22%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.1%
56,601
27
$2.37M 0.99%
23,340
+4,200
28
$1.99M 0.83%
10,242
+3,150
29
$1.92M 0.8%
10,061
+2,960
30
$1.91M 0.8%
8,849
+3,260
31
$1.54M 0.64%
70,548
+15,260
32
$1.34M 0.56%
11,303
33
$1.28M 0.53%
10,007
-7,152
34
$572K 0.24%
+8,320
35
$479K 0.2%
2,729
36
$303K 0.13%
2,156
37
$253K 0.11%
+2,222
1
2