RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.77B
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
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
1226
$1.72K ﹤0.01%
29
1227
$1.67K ﹤0.01%
160
+15
1228
$1.65K ﹤0.01%
6
+4
1229
$1.61K ﹤0.01%
72
+15
1230
$1.59K ﹤0.01%
4
-5
1231
$1.56K ﹤0.01%
+33
1232
$1.55K ﹤0.01%
15
-15
1233
$1.55K ﹤0.01%
18
1234
$1.53K ﹤0.01%
15
+10
1235
$1.52K ﹤0.01%
30
1236
$1.52K ﹤0.01%
30
1237
$1.5K ﹤0.01%
63
+5
1238
$1.46K ﹤0.01%
8
+2
1239
$1.46K ﹤0.01%
53
+15
1240
$1.44K ﹤0.01%
+40
1241
$1.39K ﹤0.01%
259
+169
1242
$1.39K ﹤0.01%
36
1243
$1.36K ﹤0.01%
+10
1244
$1.35K ﹤0.01%
+25
1245
$1.33K ﹤0.01%
5
-1,175
1246
$1.28K ﹤0.01%
59
1247
$1.24K ﹤0.01%
28
1248
$1.21K ﹤0.01%
12
1249
$1.2K ﹤0.01%
250
1250
$1.18K ﹤0.01%
169
48 49
50
51 52