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
726
$50.4K ﹤0.01%
755
-95
727
$50.4K ﹤0.01%
500
728
$50.1K ﹤0.01%
656
+427
729
$50K ﹤0.01%
2,199
+1,200
730
$49.8K ﹤0.01%
402
+40
731
$49.5K ﹤0.01%
232
+30
732
$49.3K ﹤0.01%
5,803
-291
733
$49K ﹤0.01%
1,424
+270
734
$48.9K ﹤0.01%
379
+55
735
$48.8K ﹤0.01%
1,075
736
$48.7K ﹤0.01%
+1,511
737
$48.4K ﹤0.01%
1,625
+260
738
$47.9K ﹤0.01%
+625
739
$47.7K ﹤0.01%
444
740
$47.4K ﹤0.01%
2,339
741
$47.2K ﹤0.01%
1,192
742
$46.7K ﹤0.01%
438
+65
743
$46.4K ﹤0.01%
452
744
$46.2K ﹤0.01%
319
+41
745
$46.1K ﹤0.01%
167
+4
746
$46.1K ﹤0.01%
1,388
+15
747
$45.4K ﹤0.01%
892
748
$45.4K ﹤0.01%
7,825
+25
749
$45.1K ﹤0.01%
616
+80
750
$45.1K ﹤0.01%
600
28 29
30
31 32