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
701
$57.8K ﹤0.01%
103
+4
702
$57.6K ﹤0.01%
870
-340
703
$57.4K ﹤0.01%
+349
704
$57.3K ﹤0.01%
839
+406
705
$56.8K ﹤0.01%
815
706
$56.5K ﹤0.01%
1,038
-1,200
707
$56.3K ﹤0.01%
1,200
708
$56.2K ﹤0.01%
+1,434
709
$55.8K ﹤0.01%
+3,300
710
$55K ﹤0.01%
1,149
+96
711
$54.8K ﹤0.01%
275
+100
712
$53.6K ﹤0.01%
275
+121
713
$53.4K ﹤0.01%
2,843
-88
714
$53.1K ﹤0.01%
917
+45
715
$52.9K ﹤0.01%
2,300
-200
716
$52.9K ﹤0.01%
2,710
+578
717
$52.8K ﹤0.01%
1,050
+1,036
718
$52.8K ﹤0.01%
800
719
$52K ﹤0.01%
1,096
720
$51.9K ﹤0.01%
442
+105
721
$51.7K ﹤0.01%
42
+7
722
$51.6K ﹤0.01%
300
723
$51K ﹤0.01%
2,713
-10
724
$50.8K ﹤0.01%
442
+18
725
$50.7K ﹤0.01%
402
+14
27 28
29
30 31