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
901
$16.5K ﹤0.01%
+418
902
$16.4K ﹤0.01%
+237
903
$16.4K ﹤0.01%
+40
904
$16.2K ﹤0.01%
+2,000
905
$16.2K ﹤0.01%
+191
906
$16.2K ﹤0.01%
+335
907
$16.1K ﹤0.01%
+746
908
$16.1K ﹤0.01%
+199
909
$16.1K ﹤0.01%
+270
910
$16K ﹤0.01%
+1,100
911
$16K ﹤0.01%
+2,403
912
$15.9K ﹤0.01%
+446
913
$15.8K ﹤0.01%
+264
914
$15.6K ﹤0.01%
192
-16,779
915
$15.6K ﹤0.01%
+4,885
916
$15.5K ﹤0.01%
345
-32,645
917
$15.5K ﹤0.01%
+510
918
$15.5K ﹤0.01%
+500
919
$15.5K ﹤0.01%
+926
920
$15.3K ﹤0.01%
+116
921
$15.2K ﹤0.01%
+200
922
$15.2K ﹤0.01%
+42
923
$15.1K ﹤0.01%
+160
924
$15K ﹤0.01%
+799
925
$15K ﹤0.01%
+78