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
$197M
AUM Growth
-$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.77M
3
+$3.6M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.58M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.26M

Top Sells

1
+$5.09M
2
+$4.26M
3
+$3.71M
4
V icon
Visa
V
+$3.59M
5
HCA icon
HCA Healthcare
HCA
+$3.51M

Sector Composition

1 Communication Services 18.79%
2 Energy 10.93%
3 Industrials 10.89%
4 Healthcare 8.48%
5 Financials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
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