RCP

Rothschild Capital Partners Portfolio holdings

AUM $423M
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.41M
3
+$4.26M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.22M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.68M

Top Sells

1
+$9.45M
2
+$7.73M
3
+$4.52M
4
ORCL icon
Oracle
ORCL
+$4.4M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$4.38M

Sector Composition

1 Communication Services 18.29%
2 Healthcare 15.53%
3 Energy 11.91%
4 Industrials 11.58%
5 Technology 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
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