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
676
$67.8K ﹤0.01%
440
+319
677
$66.7K ﹤0.01%
3,761
+330
678
$65.9K ﹤0.01%
432
+92
679
$65.3K ﹤0.01%
771
680
$65K ﹤0.01%
529
+20
681
$64.9K ﹤0.01%
3,480
682
$64.7K ﹤0.01%
1,289
-137
683
$64.5K ﹤0.01%
1,120
684
$64.4K ﹤0.01%
1,675
685
$64.2K ﹤0.01%
1,245
+310
686
$63.6K ﹤0.01%
1,085
687
$63.4K ﹤0.01%
800
688
$63.1K ﹤0.01%
1,147
+60
689
$63.1K ﹤0.01%
491
+20
690
$62.9K ﹤0.01%
161
+5
691
$62.7K ﹤0.01%
+1,749
692
$62.6K ﹤0.01%
7,000
693
$61.9K ﹤0.01%
360
+58
694
$61.5K ﹤0.01%
3,999
695
$61K ﹤0.01%
419
+33
696
$59.8K ﹤0.01%
765
697
$59.7K ﹤0.01%
617
+10
698
$59.1K ﹤0.01%
1,093
+60
699
$59K ﹤0.01%
+445
700
$57.9K ﹤0.01%
3,000
26 27
28
29 30