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
1176
$5.88K ﹤0.01%
362
+151
1177
$5.87K ﹤0.01%
435
-564
1178
$5.86K ﹤0.01%
65
+34
1179
$5.82K ﹤0.01%
+90
1180
$5.81K ﹤0.01%
+36
1181
$5.78K ﹤0.01%
300
1182
$5.76K ﹤0.01%
131
+31
1183
$5.72K ﹤0.01%
182
1184
$5.7K ﹤0.01%
60
+5
1185
$5.68K ﹤0.01%
91
+90
1186
$5.65K ﹤0.01%
32
+2
1187
$5.64K ﹤0.01%
76
1188
$5.59K ﹤0.01%
21
-1
1189
$5.52K ﹤0.01%
+108
1190
$5.5K ﹤0.01%
+46
1191
$5.46K ﹤0.01%
145
-3,485
1192
$5.39K ﹤0.01%
+250
1193
$5.37K ﹤0.01%
24
+21
1194
$5.35K ﹤0.01%
18
-32
1195
$5.35K ﹤0.01%
100
1196
$5.34K ﹤0.01%
242
1197
$5.27K ﹤0.01%
1,232
+973
1198
$5.27K ﹤0.01%
1,537
1199
$5.26K ﹤0.01%
182
-364
1200
$5.18K ﹤0.01%
411
+40
46 47
48
49 50