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
901
$21.8K ﹤0.01%
2,000
902
$21.8K ﹤0.01%
50
+19
903
$21.8K ﹤0.01%
400
904
$21.7K ﹤0.01%
102
+2
905
$21.6K ﹤0.01%
750
906
$21.4K ﹤0.01%
445
+5
907
$21.3K ﹤0.01%
124
-18
908
$21.1K ﹤0.01%
1,098
+5
909
$21.1K ﹤0.01%
250
910
$21K ﹤0.01%
322
+10
911
$21K ﹤0.01%
586
+10
912
$20.9K ﹤0.01%
356
-300
913
$20.8K ﹤0.01%
1,205
914
$20.6K ﹤0.01%
+311
915
$20.6K ﹤0.01%
191
916
$20.5K ﹤0.01%
50
+8
917
$20.4K ﹤0.01%
400
918
$20.3K ﹤0.01%
1,000
919
$20.3K ﹤0.01%
1,231
+794
920
$20.2K ﹤0.01%
597
921
$20.1K ﹤0.01%
506
922
$20.1K ﹤0.01%
+700
923
$20.1K ﹤0.01%
93
+22
924
$19.9K ﹤0.01%
1,264
+385
925
$19.7K ﹤0.01%
714
+277