RIL
Rothschild Investment LLC Portfolio holdings
AUM $1.6B
1-Year Return
17.99%
This Quarter Return
+1.63%
1 Year Return
+17.99%
3 Year Return
+73.94%
5 Year Return
+135.61%
10 Year Return
+254.21%
AUM
$1.53B
AUM Growth
-$70.2K
(-0%)
Cap. Flow
-$2.47M
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
24.32%
Holding
3,095
New
199
Increased
1,279
Reduced
769
Closed
140
Top Buys
| 1 |
Apollo Global Management
APO
|
+$5.82M |
| 2 |
Capital Group Dividend Growers ETF
CGDG
|
+$2.9M |
| 3 |
Novo Nordisk
NVO
|
+$2.68M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.83M |
| 5 |
Perdoceo Education
PRDO
|
+$1.77M |
Top Sells
| 1 |
Salesforce
CRM
|
+$13.7M |
| 2 |
Apple
AAPL
|
+$1.68M |
| 3 |
Palo Alto Networks
PANW
|
+$1.6M |
| 4 |
H.B. Fuller
FUL
|
+$1.15M |
| 5 |
NVIDIA
NVDA
|
+$1.14M |
Sector Composition
| 1 | Technology | 18.34% |
| 2 | Financials | 14.39% |
| 3 | Healthcare | 8.94% |
| 4 | Industrials | 8.06% |
| 5 | Communication Services | 6.64% |
