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
801
$35.3K ﹤0.01%
12,900
802
$35.3K ﹤0.01%
617
803
$35.2K ﹤0.01%
+311
804
$34.9K ﹤0.01%
705
+10
805
$34.8K ﹤0.01%
+800
806
$34.7K ﹤0.01%
899
+250
807
$34.6K ﹤0.01%
332
808
$34.5K ﹤0.01%
550
809
$34.4K ﹤0.01%
612
810
$34.1K ﹤0.01%
218
+10
811
$34K ﹤0.01%
1,491
812
$33.6K ﹤0.01%
651
+185
813
$33.2K ﹤0.01%
2,016
+10
814
$33.2K ﹤0.01%
839
815
$33.1K ﹤0.01%
6,000
816
$33K ﹤0.01%
3,300
817
$32.3K ﹤0.01%
171
+1
818
$32.3K ﹤0.01%
340
+45
819
$32.2K ﹤0.01%
+1,321
820
$32.1K ﹤0.01%
608
+130
821
$32.1K ﹤0.01%
4,000
822
$32.1K ﹤0.01%
10,000
823
$32K ﹤0.01%
3,216
-1,481
824
$31.4K ﹤0.01%
238
825
$31K ﹤0.01%
240
31 32
33
34 35