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
1051
$9.82K ﹤0.01%
350
1052
$9.75K ﹤0.01%
828
+72
1053
$9.7K ﹤0.01%
247
+120
1054
$9.66K ﹤0.01%
90
1055
$9.64K ﹤0.01%
260
+25
1056
$9.62K ﹤0.01%
30
-110
1057
$9.41K ﹤0.01%
1,707
-1,755
1058
$9.31K ﹤0.01%
+200
1059
$9.28K ﹤0.01%
780
1060
$9.24K ﹤0.01%
116
+90
1061
$9.24K ﹤0.01%
118
+15
1062
$9.23K ﹤0.01%
580
+80
1063
$9.19K ﹤0.01%
+181
1064
$9.17K ﹤0.01%
693
1065
$9.1K ﹤0.01%
48
+40
1066
$9.03K ﹤0.01%
217
1067
$8.71K ﹤0.01%
22
+5
1068
$8.61K ﹤0.01%
1,180
+30
1069
$8.61K ﹤0.01%
96
+83
1070
$8.59K ﹤0.01%
38
-3
1071
$8.53K ﹤0.01%
269
+32
1072
$8.51K ﹤0.01%
70
1073
$8.45K ﹤0.01%
39
-49
1074
$8.43K ﹤0.01%
250
1075
$8.31K ﹤0.01%
500
41 42
43
44 45