RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,460
New
Increased
Reduced
Closed

Top Sells

1 +$7.57M
2 +$5.55M
3 +$5.08M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.85M
5
AAPL icon
Apple
AAPL
+$2.4M

Sector Composition

1 Technology 16.89%
2 Financials 12.67%
3 Healthcare 11.03%
4 Industrials 10.73%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$81.2K 0.01%
+1,210
577
$81.2K 0.01%
+1,409
578
$81K 0.01%
+332
579
$80.9K 0.01%
+450
580
$80.9K 0.01%
1,880
-8,290
581
$80.3K 0.01%
+2,779
582
$79.8K 0.01%
+156
583
$79.7K 0.01%
+2,123
584
$78.9K 0.01%
+970
585
$78.6K 0.01%
+551
586
$78.1K 0.01%
+55
587
$76.2K 0.01%
+2,960
588
$74.9K 0.01%
+310
589
$74.9K 0.01%
+487
590
$74.3K 0.01%
+5,000
591
$74.2K 0.01%
+1,725
592
$73.8K 0.01%
+995
593
$73.7K 0.01%
+800
594
$73.2K 0.01%
+1,270
595
$73.1K 0.01%
+267
596
$73.1K 0.01%
+162
597
$73.1K 0.01%
+1,184
598
$72.9K 0.01%
+5,735
599
$72.9K 0.01%
+2,359
600
$72.9K 0.01%
+1,177