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
$817M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.57M
3
+$3.41M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.3M
5
ORCL icon
Oracle
ORCL
+$1.56M

Top Sells

1
+$5.18M
2
+$4.77M
3
+$2.53M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.11M
5
DD
Du Pont De Nemours E I
DD
+$1.94M

Sector Composition

1 Healthcare 13.68%
2 Financials 11.93%
3 Technology 11.46%
4 Consumer Discretionary 10.52%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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