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
$412M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.52M
3
+$4.12M
4
MSFT icon
Microsoft
MSFT
+$3.77M
5
NVDA icon
NVIDIA
NVDA
+$3.01M

Top Sells

1
+$9.77M
2
+$4.76M
3
+$2.8M
4
MDT icon
Medtronic
MDT
+$2.71M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$203K

Sector Composition

1 Technology 19.32%
2 Financials 11.89%
3 Communication Services 8.24%
4 Consumer Discretionary 7.99%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.11%
4,076
-69
52
$447K 0.11%
+780
53
$444K 0.11%
3,502
-612
54
$440K 0.11%
748
-15
55
$419K 0.1%
6,725
+94
56
$414K 0.1%
7,324
-151
57
$408K 0.1%
+1,220
58
$382K 0.09%
+2,150
59
$382K 0.09%
+360
60
$375K 0.09%
1,165
+4
61
$369K 0.09%
+4,126
62
$365K 0.09%
+3,770
63
$353K 0.09%
1,228
-39
64
$335K 0.08%
+2,010
65
$318K 0.08%
2,524
+710
66
$316K 0.08%
+1,540
67
$314K 0.08%
+5,040
68
$311K 0.08%
+596
69
$310K 0.08%
+5,240
70
$307K 0.07%
+1,050
71
$302K 0.07%
3,786
-33,933
72
$302K 0.07%
+2,710
73
$299K 0.07%
1,511
-54
74
$297K 0.07%
+1,780
75
$295K 0.07%
+820
1 2
3
4