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
$1.44B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,873
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$5M
3
+$4.68M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$3.8M
5
AAPL icon
Apple
AAPL
+$2.9M

Top Sells

1
+$8.16M
2
+$7.85M
3
+$2.99M
4
COST icon
Costco
COST
+$2.88M
5
PANW icon
Palo Alto Networks
PANW
+$2.87M

Sector Composition

1 Technology 19.18%
2 Financials 12.7%
3 Healthcare 10.51%
4 Industrials 8.32%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$67.3K ﹤0.01%
1,275
+182
702
$66.8K ﹤0.01%
805
+5
703
$66.5K ﹤0.01%
755
+5
704
$66.4K ﹤0.01%
726
+20
705
$66.1K ﹤0.01%
1,680
+5
706
$66K ﹤0.01%
1,400
707
$64.4K ﹤0.01%
765
708
$63.7K ﹤0.01%
496
+172
709
$62.8K ﹤0.01%
1,323
+174
710
$62.6K ﹤0.01%
644
+192
711
$62.4K ﹤0.01%
505
+14
712
$62.2K ﹤0.01%
938
-112
713
$62.2K ﹤0.01%
1,773
+24
714
$62.1K ﹤0.01%
835
+35
715
$61.4K ﹤0.01%
3,999
716
$60.8K ﹤0.01%
2,125
-590
717
$60.3K ﹤0.01%
409
-23
718
$59.9K ﹤0.01%
1,041
+940
719
$59.9K ﹤0.01%
7,247
+1,444
720
$59.6K ﹤0.01%
349
721
$59.6K ﹤0.01%
257
+164
722
$59.5K ﹤0.01%
663
+46
723
$59.2K ﹤0.01%
3,480
724
$59.1K ﹤0.01%
1,434
725
$58.3K ﹤0.01%
426
+208
27 28
29
30 31