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
+$42.3M
(+11%)
Holding
102
Top Buys
| 1 | +$10.5M | |
| 2 | +$8.4M | |
| 3 | +$2.24M | |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$1.28M |
| 5 |
Vanguard Total Bond Market
BND
|
+$963K |
Top Sells
| 1 | +$16M | |
| 2 | +$1.78M | |
| 3 | +$1.48M | |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$1.3M |
| 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
Cardinal Health
CAH
$53.9B
| – | – |
-1,270
|
|
||
|
102
Salesforce
CRM
$183B
| – | – |
-1,220
|
|