RCP
Rothschild Capital Partners Portfolio holdings
AUM
$423M
1-Year Est. Return
25.85%
This Fund
S&P 500
1 Year Est. Return
+25.85%
AUM
$423M
AUM Growth
+$133K
(+0.03%)
Holding
101
Top Buys
| 1 | +$12.7M | |
| 2 | +$7.4M | |
| 3 | +$2.75M | |
| 4 |
Walmart Inc
WMT
|
+$985K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$581K |
Top Sells
| 1 | +$6.06M | |
| 2 | +$3.94M | |
| 3 | +$3.55M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.5M |
| 5 |
Amazon
AMZN
|
+$3.45M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 11.79% |
| 3 | Communication Services | 11.63% |
| 4 | Consumer Discretionary | 7.34% |
| 5 | Materials | 3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
| – | – |
-8,810
|
|