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
876
$25K ﹤0.01%
1,210
+65
877
$24.9K ﹤0.01%
304
878
$24.9K ﹤0.01%
260
-116
879
$24.8K ﹤0.01%
361
-49
880
$24.8K ﹤0.01%
810
-520
881
$24.8K ﹤0.01%
102
+10
882
$24.4K ﹤0.01%
4,020
+20
883
$24.4K ﹤0.01%
183
+34
884
$24.1K ﹤0.01%
370
+75
885
$23.8K ﹤0.01%
182
886
$23.8K ﹤0.01%
318
887
$23.6K ﹤0.01%
100
888
$23.5K ﹤0.01%
3,665
+739
889
$23.5K ﹤0.01%
272
+35
890
$23.4K ﹤0.01%
+324
891
$23.4K ﹤0.01%
+785
892
$23.4K ﹤0.01%
150
893
$23.3K ﹤0.01%
300
894
$22.6K ﹤0.01%
605
+50
895
$22.5K ﹤0.01%
745
+387
896
$22.3K ﹤0.01%
505
897
$22.3K ﹤0.01%
700
898
$22.2K ﹤0.01%
650
899
$22.1K ﹤0.01%
750
900
$22K ﹤0.01%
780
34 35
36
37 38