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
951
$17.7K ﹤0.01%
365
+5
952
$17.5K ﹤0.01%
264
953
$17.4K ﹤0.01%
302
-324
954
$17.3K ﹤0.01%
1,030
-850
955
$17.2K ﹤0.01%
255
+40
956
$17.1K ﹤0.01%
+137
957
$17.1K ﹤0.01%
970
958
$17K ﹤0.01%
137
959
$17K ﹤0.01%
175
960
$16.9K ﹤0.01%
133
+6
961
$16.9K ﹤0.01%
116
962
$16.8K ﹤0.01%
1,100
963
$16.7K ﹤0.01%
361
964
$16.6K ﹤0.01%
11
965
$16.6K ﹤0.01%
385
+115
966
$16.5K ﹤0.01%
609
-206
967
$16.4K ﹤0.01%
970
968
$16.3K ﹤0.01%
2,000
969
$16.2K ﹤0.01%
335
970
$16.2K ﹤0.01%
270
971
$15.9K ﹤0.01%
142
-60
972
$15.8K ﹤0.01%
190
+62
973
$15.8K ﹤0.01%
500
974
$15.7K ﹤0.01%
905
+5
975
$15.6K ﹤0.01%
+366
37 38
39
40 41