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
776
$44.1K ﹤0.01%
975
-9
777
$42.8K ﹤0.01%
79
+15
778
$42.7K ﹤0.01%
750
779
$42.6K ﹤0.01%
469
+129
780
$42.6K ﹤0.01%
568
+296
781
$42.4K ﹤0.01%
1,440
+16
782
$42.3K ﹤0.01%
980
+625
783
$42.3K ﹤0.01%
200
+37
784
$42.2K ﹤0.01%
650
785
$42.1K ﹤0.01%
600
786
$41.9K ﹤0.01%
30
+9
787
$41.9K ﹤0.01%
293
+198
788
$41.8K ﹤0.01%
414
-20
789
$41.7K ﹤0.01%
626
+265
790
$41.7K ﹤0.01%
617
791
$41.7K ﹤0.01%
382
+70
792
$41.4K ﹤0.01%
675
793
$41.1K ﹤0.01%
1,077
+2
794
$41K ﹤0.01%
152
795
$40.6K ﹤0.01%
1,002
796
$40.5K ﹤0.01%
596
-20
797
$40.4K ﹤0.01%
366
798
$40.4K ﹤0.01%
815
-55
799
$40.3K ﹤0.01%
4,021
+2,468
800
$40.3K ﹤0.01%
291
30 31
32
33 34