RCP
Rothschild Capital Partners Portfolio holdings
AUM
$423M
1-Year Est. Return
23.12%
1 Year Est. Return
+23.12%
AUM
$423M
AUM Growth
+$42.3M
(+11%)
Holding
102
Top Buys
| 1 | +$10.7M | |
| 2 | +$8.74M | |
| 3 | +$2.38M | |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$1.34M |
| 5 |
Vanguard Total Bond Market
BND
|
+$973K |
Top Sells
| 1 | +$15.3M | |
| 2 | +$1.81M | |
| 3 | +$1.52M | |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$1.26M |
| 5 |
Salesforce
CRM
|
+$333K |
Sector Composition
| 1 | Technology | 18.59% |
| 2 | Financials | 12.83% |
| 3 | Communication Services | 10.61% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Materials | 3.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
AT&T
T
$184B
| – | – |
-7,070
|
|
||
102
UnitedHealth
UNH
$299B
| – | – |
-960
|
|