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
$1.19B
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,460
New
Increased
Reduced
Closed

Top Sells

1 +$7.57M
2 +$5.55M
3 +$5.08M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.85M
5
AAPL icon
Apple
AAPL
+$2.4M

Sector Composition

1 Technology 16.89%
2 Financials 12.67%
3 Healthcare 11.03%
4 Industrials 10.73%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$19.2K ﹤0.01%
+295
877
$19.1K ﹤0.01%
+1,000
878
$19.1K ﹤0.01%
+360
879
$18.9K ﹤0.01%
+92
880
$18.8K ﹤0.01%
+182
881
$18.6K ﹤0.01%
+528
882
$18.6K ﹤0.01%
+1,205
883
$18.4K ﹤0.01%
+466
884
$18.4K ﹤0.01%
+71
885
$18.2K ﹤0.01%
+15
886
$18.1K ﹤0.01%
+970
887
$17.9K ﹤0.01%
+375
888
$17.8K ﹤0.01%
+1,500
889
$17.7K ﹤0.01%
+175
890
$17.7K ﹤0.01%
+121
891
$17.5K ﹤0.01%
+202
892
$17.4K ﹤0.01%
+317
893
$17.3K ﹤0.01%
+11
894
$17.2K ﹤0.01%
+970
895
$17K ﹤0.01%
+179
896
$17K ﹤0.01%
221
-6,203
897
$16.7K ﹤0.01%
314
-4,454
898
$16.6K ﹤0.01%
+272
899
$16.6K ﹤0.01%
+361
900
$16.5K ﹤0.01%
+229