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
976
$15.6K ﹤0.01%
4,885
977
$15.5K ﹤0.01%
382
+77
978
$15.4K ﹤0.01%
600
979
$15.4K ﹤0.01%
100
980
$15.3K ﹤0.01%
1,097
981
$15.3K ﹤0.01%
999
+200
982
$15.3K ﹤0.01%
+128
983
$15.1K ﹤0.01%
924
-2
984
$15K ﹤0.01%
57
985
$14.9K ﹤0.01%
+1,053
986
$14.8K ﹤0.01%
90
+2
987
$14.7K ﹤0.01%
440
-155
988
$14.7K ﹤0.01%
3,455
+178
989
$14.7K ﹤0.01%
260
+40
990
$14.6K ﹤0.01%
217
-55
991
$14.5K ﹤0.01%
500
992
$14.4K ﹤0.01%
766
+15
993
$14.3K ﹤0.01%
3,605
+508
994
$14.3K ﹤0.01%
40
995
$14.2K ﹤0.01%
+280
996
$14.1K ﹤0.01%
513
997
$14.1K ﹤0.01%
3,970
+3,321
998
$13.9K ﹤0.01%
62
+5
999
$13.9K ﹤0.01%
530
+5
1000
$13.8K ﹤0.01%
44
38 39
40
41 42