RCP
Rothschild Capital Partners Portfolio holdings
AUM
$381M
This Quarter Return
+4.18%
1 Year Return
+16.08%
3 Year Return
+77.75%
5 Year Return
+137.62%
10 Year Return
+439.99%
AUM
$224M
AUM Growth
+$224M
(+8.4%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
6.25%
Top 10 Holdings %
Top 10 Hldgs %
55.26%
Holding
49
New
10
Increased
1
Reduced
4
Closed
8
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$7.37M |
| 2 |
TERP
TerraForm Power, Inc
TERP
|
$6.1M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$4.87M |
| 4 |
SUNE
SUNEDISON, INC COM
SUNE
|
$3.73M |
| 5 |
iShares MSCI Germany ETF
EWG
|
$3.04M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$5.08M |
| 2 |
EPAY
Bottomline Technologies Inc
EPAY
|
$5.04M |
| 3 |
DexCom
DXCM
|
$2.19M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.14M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$2.04M |
Sector Composition
| 1 | Healthcare | 30.1% |
| 2 | Technology | 15.67% |
| 3 | Communication Services | 14.1% |
| 4 | Energy | 8.22% |
| 5 | Industrials | 5.96% |
