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
$210M
AUM Growth
-$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$8.88M
3 +$4.03M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.23M

Top Sells

1 +$14.5M
2 +$4.72M
3 +$4.58M
4
DXCM icon
DexCom
DXCM
+$4.23M
5
PEP icon
PepsiCo
PEP
+$3.96M

Sector Composition

1 Communication Services 17.96%
2 Industrials 9.32%
3 Financials 8.49%
4 Energy 6.39%
5 Healthcare 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-146,920
52
0
53
0
54
0
55
-14,311
56
-28,070