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
876
$30.8K ﹤0.01%
+328
877
$30.4K ﹤0.01%
739
+134
878
$30.4K ﹤0.01%
1,739
+709
879
$30.3K ﹤0.01%
2,825
+1,440
880
$30.2K ﹤0.01%
625
881
$30K ﹤0.01%
300
882
$30K ﹤0.01%
470
+265
883
$29.9K ﹤0.01%
245
+1
884
$29.8K ﹤0.01%
280
-160
885
$29.7K ﹤0.01%
163
886
$29.6K ﹤0.01%
610
887
$29.6K ﹤0.01%
576
+424
888
$29.1K ﹤0.01%
1,547
+126
889
$29.1K ﹤0.01%
246
+109
890
$29K ﹤0.01%
71
+21
891
$28.9K ﹤0.01%
974
+229
892
$28.7K ﹤0.01%
158
-13
893
$28.7K ﹤0.01%
1,799
+535
894
$28.6K ﹤0.01%
286
895
$28.1K ﹤0.01%
677
+5
896
$28K ﹤0.01%
868
+86
897
$27.9K ﹤0.01%
3,000
898
$27.9K ﹤0.01%
1,468
+18
899
$27.6K ﹤0.01%
1,571
-21,304
900
$27.5K ﹤0.01%
276
+125
34 35
36
37 38