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
951
$22.1K ﹤0.01%
1,000
952
$21.9K ﹤0.01%
3,781
+116
953
$21.6K ﹤0.01%
1,360
+1,340
954
$21.5K ﹤0.01%
117
+15
955
$21.4K ﹤0.01%
780
956
$21.3K ﹤0.01%
106
+75
957
$21.2K ﹤0.01%
5,001
+1,396
958
$21.2K ﹤0.01%
328
+78
959
$21.1K ﹤0.01%
119
+1
960
$21K ﹤0.01%
700
961
$21K ﹤0.01%
93
+69
962
$20.8K ﹤0.01%
+317
963
$20.7K ﹤0.01%
527
+214
964
$20.7K ﹤0.01%
1,548
965
$20.6K ﹤0.01%
474
+221
966
$20.6K ﹤0.01%
98
+60
967
$20.1K ﹤0.01%
1,120
-90
968
$20.1K ﹤0.01%
600
969
$20.1K ﹤0.01%
5,308
+1,338
970
$19.9K ﹤0.01%
356
971
$19.9K ﹤0.01%
+768
972
$19.9K ﹤0.01%
395
+30
973
$19.8K ﹤0.01%
227
+39
974
$19.8K ﹤0.01%
+275
975
$19.7K ﹤0.01%
750
37 38
39
40 41