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
776
$40K ﹤0.01%
3,913
+372
777
$39.7K ﹤0.01%
+706
778
$39.7K ﹤0.01%
1,010
779
$39.3K ﹤0.01%
64
+7
780
$39.3K ﹤0.01%
312
-1
781
$39.2K ﹤0.01%
201
782
$39.2K ﹤0.01%
253
783
$39.1K ﹤0.01%
733
+100
784
$39.1K ﹤0.01%
728
+140
785
$38.9K ﹤0.01%
267
+60
786
$38.6K ﹤0.01%
450
787
$38.6K ﹤0.01%
280
+9
788
$38.6K ﹤0.01%
356
-5
789
$38.3K ﹤0.01%
12,000
790
$38.2K ﹤0.01%
291
791
$38.1K ﹤0.01%
1,998
-300
792
$37.6K ﹤0.01%
407
+51
793
$36.8K ﹤0.01%
689
+460
794
$36.6K ﹤0.01%
580
+20
795
$36.5K ﹤0.01%
364
+6
796
$36.3K ﹤0.01%
825
797
$36.3K ﹤0.01%
759
+41
798
$36.1K ﹤0.01%
416
799
$36.1K ﹤0.01%
104
-1
800
$35.8K ﹤0.01%
152
-32
30 31
32
33 34