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
$1.44B
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
1226
$4.18K ﹤0.01%
+850
1227
$4.17K ﹤0.01%
19
+14
1228
$4.07K ﹤0.01%
80
-35
1229
$4.07K ﹤0.01%
+545
1230
$4.07K ﹤0.01%
250
1231
$3.99K ﹤0.01%
+80
1232
$3.95K ﹤0.01%
13
+10
1233
$3.95K ﹤0.01%
21
+18
1234
$3.94K ﹤0.01%
373
1235
$3.93K ﹤0.01%
135
+65
1236
$3.87K ﹤0.01%
+59
1237
$3.87K ﹤0.01%
125
+20
1238
$3.86K ﹤0.01%
30
+20
1239
$3.84K ﹤0.01%
60
+10
1240
$3.79K ﹤0.01%
205
+45
1241
$3.74K ﹤0.01%
+127
1242
$3.74K ﹤0.01%
335
1243
$3.67K ﹤0.01%
15
+12
1244
$3.66K ﹤0.01%
60
1245
$3.65K ﹤0.01%
531
+15
1246
$3.64K ﹤0.01%
50
+14
1247
$3.62K ﹤0.01%
40
+35
1248
$3.61K ﹤0.01%
35
+25
1249
$3.59K ﹤0.01%
150
1250
$3.55K ﹤0.01%
25
+20
48 49
50
51 52