RCP

Rothschild Capital Partners Portfolio holdings

AUM $423M
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.47M
3
+$4.22M
4
GLD icon
SPDR Gold Trust
GLD
+$3.31M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.29M

Top Sells

1
+$10.5M
2
+$4.66M
3
+$2.91M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$461K
5
AAPL icon
Apple
AAPL
+$18.7K

Sector Composition

1 Technology 14.2%
2 Financials 9.07%
3 Healthcare 8.82%
4 Communication Services 8.06%
5 Consumer Discretionary 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.16%
26,934
+12
27
$2.62M 1.11%
44,053
28
$2.6M 1.1%
23,243
+7
29
$531K 0.22%
5,450
30
$473K 0.2%
+6,437
31
$348K 0.15%
2,222
32
– –
-73,544
1
2