RCP
Rothschild Capital Partners Portfolio holdings
AUM
$381M
This Quarter Return
+5.08%
1 Year Return
+16.08%
3 Year Return
+77.75%
5 Year Return
+137.62%
10 Year Return
+439.99%
AUM
$194M
AUM Growth
+$194M
(+9.7%)
Cap. Flow
+$9.03M
Cap. Flow
% of AUM
4.64%
Top 10 Holdings %
Top 10 Hldgs %
62.9%
Holding
41
New
3
Increased
4
Reduced
3
Closed
4
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$5.55M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$4M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.34M |
| 4 |
Flex
FLEX
|
$1.64M |
| 5 |
iShares Biotechnology ETF
IBB
|
$1.09M |
Top Sells
| 1 |
ULTI
Ultimate Software Group Inc
ULTI
|
$4.11M |
| 2 |
Home Depot
HD
|
$2.25M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.27M |
| 4 |
Baidu
BIDU
|
$494K |
| 5 |
iQIYI
IQ
|
$462K |
Sector Composition
| 1 | Communication Services | 16.82% |
| 2 | Industrials | 9.71% |
| 3 | Financials | 9.57% |
| 4 | Technology | 8.31% |
| 5 | Consumer Discretionary | 7.34% |
