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
1251
$1.18K ﹤0.01%
59
+5
1252
$1.16K ﹤0.01%
13
1253
$1.13K ﹤0.01%
81
1254
$1.13K ﹤0.01%
5
+3
1255
$1.13K ﹤0.01%
46
1256
$1.13K ﹤0.01%
6
+1
1257
$1.11K ﹤0.01%
31
1258
$1.1K ﹤0.01%
+20
1259
$1.09K ﹤0.01%
74
-1,978
1260
$1.09K ﹤0.01%
16
1261
$1.05K ﹤0.01%
32
+10
1262
$1.04K ﹤0.01%
45
1263
$980 ﹤0.01%
+5
1264
$965 ﹤0.01%
585
1265
$956 ﹤0.01%
+15
1266
$954 ﹤0.01%
22
1267
$953 ﹤0.01%
+3
1268
$944 ﹤0.01%
19
1269
$908 ﹤0.01%
18
1270
$905 ﹤0.01%
+5
1271
$879 ﹤0.01%
+10
1272
$876 ﹤0.01%
279
-24
1273
$875 ﹤0.01%
30
1274
$874 ﹤0.01%
75
1275
$821 ﹤0.01%
+4
49 50
51
52 53