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
826
$30.9K ﹤0.01%
400
827
$30.8K ﹤0.01%
244
+1
828
$30.7K ﹤0.01%
76
+9
829
$30.6K ﹤0.01%
300
830
$30.1K ﹤0.01%
625
831
$29.9K ﹤0.01%
163
+1
832
$29.6K ﹤0.01%
2,479
833
$29.5K ﹤0.01%
1,600
+100
834
$29.4K ﹤0.01%
+610
835
$29.4K ﹤0.01%
390
-90
836
$29.3K ﹤0.01%
286
837
$29.1K ﹤0.01%
782
+74
838
$28.9K ﹤0.01%
672
839
$28.8K ﹤0.01%
151
840
$28.8K ﹤0.01%
3,000
841
$28.7K ﹤0.01%
100
842
$28.4K ﹤0.01%
1,004
+39
843
$28.4K ﹤0.01%
1,421
+1,270
844
$28.3K ﹤0.01%
1,450
845
$28.2K ﹤0.01%
225
+60
846
$28.2K ﹤0.01%
447
+5
847
$28K ﹤0.01%
118
848
$28K ﹤0.01%
1,824
-45
849
$28K ﹤0.01%
21
+6
850
$27.8K ﹤0.01%
50
32 33
34
35 36