RIL
Rothschild Investment LLC Portfolio holdings
AUM
$1.6B
1-Year Return
17.99%
This Quarter Return
+6.55%
1 Year Return
+17.99%
3 Year Return
+73.94%
5 Year Return
+135.61%
10 Year Return
+254.21%
AUM
$1.14B
AUM Growth
+$54.6M
(+5%)
Cap. Flow
+$8.36M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
19.95%
Holding
511
New
22
Increased
193
Reduced
161
Closed
17
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.85M |
| 2 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
$1.3M |
| 3 |
Cambria Shareholder Yield ETF
SYLD
|
$1.17M |
| 4 |
Salesforce
CRM
|
$930K |
| 5 |
Digital Realty Trust
DLR
|
$855K |
Top Sells
| 1 |
Dow Inc
DOW
|
$9.47M |
| 2 |
Invitation Homes
INVH
|
$921K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$742K |
| 4 |
Oshkosh
OSK
|
$645K |
| 5 |
American Express
AXP
|
$442K |
Sector Composition
| 1 | Technology | 15.23% |
| 2 | Healthcare | 11.91% |
| 3 | Financials | 10.95% |
| 4 | Industrials | 9.82% |
| 5 | Energy | 6.01% |
