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
1076
$8.2K ﹤0.01%
418
+60
1077
$8.19K ﹤0.01%
98
1078
$8.15K ﹤0.01%
1,849
+674
1079
$8.11K ﹤0.01%
152
1080
$8.11K ﹤0.01%
609
-1,015
1081
$8.08K ﹤0.01%
155
+5
1082
$8.05K ﹤0.01%
90
1083
$8.04K ﹤0.01%
700
1084
$8.03K ﹤0.01%
1,100
+100
1085
$8.01K ﹤0.01%
316
-14
1086
$7.87K ﹤0.01%
170
+10
1087
$7.86K ﹤0.01%
85
+20
1088
$7.69K ﹤0.01%
101
+20
1089
$7.69K ﹤0.01%
+647
1090
$7.66K ﹤0.01%
175
-285
1091
$7.63K ﹤0.01%
415
+15
1092
$7.53K ﹤0.01%
187
+2
1093
$7.5K ﹤0.01%
6
+1
1094
$7.41K ﹤0.01%
89
-35
1095
$7.37K ﹤0.01%
400
-12
1096
$7.25K ﹤0.01%
145
+15
1097
$7.18K ﹤0.01%
231
1098
$7.08K ﹤0.01%
538
+19
1099
$7.08K ﹤0.01%
200
1100
$6.99K ﹤0.01%
106
42 43
44
45 46