RCP
Rothschild Capital Partners Portfolio holdings
AUM
$381M
This Quarter Return
+11.88%
1 Year Return
+16.08%
3 Year Return
+77.75%
5 Year Return
+137.62%
10 Year Return
+439.99%
AUM
$317M
AUM Growth
+$317M
(+24%)
Cap. Flow
+$34.4M
Cap. Flow
% of AUM
10.85%
Top 10 Holdings %
Top 10 Hldgs %
59.87%
Holding
40
New
13
Increased
15
Reduced
8
Closed
2
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$17.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$14M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$6.82M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$5.4M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.05M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$18.6M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$3.34M |
| 3 |
ProShares Short QQQ
PSQ
|
$350K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$13.4K |
| 5 |
Visa
V
|
$7.55K |
Sector Composition
| 1 | Technology | 16.48% |
| 2 | Communication Services | 9.58% |
| 3 | Financials | 8.61% |
| 4 | Consumer Discretionary | 6.06% |
| 5 | Healthcare | 4.83% |
