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
$1.38B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,296
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$7.73M
3
+$5.21M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.92M

Top Sells

1
+$5.12M
2
+$3.55M
3
+$2.27M
4
BA icon
Boeing
BA
+$1.96M
5
MSTR icon
Strategy Inc
MSTR
+$1.45M

Sector Composition

1 Technology 17.05%
2 Financials 13.05%
3 Healthcare 11.22%
4 Industrials 9.43%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$97.3K 0.01%
585
-79
602
$96.6K 0.01%
5,500
603
$95.7K 0.01%
1,575
604
$95.5K 0.01%
141
+3
605
$94.4K 0.01%
1,750
606
$94.2K 0.01%
5,585
+280
607
$93.4K 0.01%
1,769
-145
608
$93.2K 0.01%
2,219
609
$91.8K 0.01%
944
+50
610
$91.6K 0.01%
1,000
-200
611
$91.1K 0.01%
9,200
612
$90.9K 0.01%
513
+26
613
$90.9K 0.01%
611
+38
614
$90.7K 0.01%
393
+251
615
$89.9K 0.01%
371
+104
616
$89.6K 0.01%
1,485
-82
617
$88.9K 0.01%
2,456
618
$88.1K 0.01%
5,140
+235
619
$88.1K 0.01%
546
-30
620
$88K 0.01%
154
+22
621
$87.9K 0.01%
+870
622
$85.6K 0.01%
2,350
-498
623
$84.5K 0.01%
888
+243
624
$84.2K 0.01%
4,000
625
$84.2K 0.01%
2,123
23 24
25
26 27