RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.82B
1-Year Est. Return 22.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
-$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.84M
3
+$3.52M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.54M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.87M

Top Sells

1
+$4.77M
2
+$3.07M
3
+$1.89M
4
AIG icon
American International
AIG
+$1.76M
5
SYF icon
Synchrony
SYF
+$1.52M

Sector Composition

1 Healthcare 13.18%
2 Consumer Discretionary 12.1%
3 Financials 10.5%
4 Technology 10.47%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
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