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
1276
$2.93K ﹤0.01%
270
+15
1277
$2.93K ﹤0.01%
35
+25
1278
$2.89K ﹤0.01%
190
+30
1279
$2.88K ﹤0.01%
16
1280
$2.86K ﹤0.01%
19
+14
1281
$2.85K ﹤0.01%
103
+50
1282
$2.81K ﹤0.01%
30
+25
1283
$2.81K ﹤0.01%
35
+30
1284
$2.79K ﹤0.01%
25
+20
1285
$2.77K ﹤0.01%
31
+16
1286
$2.76K ﹤0.01%
30
+25
1287
$2.69K ﹤0.01%
25
+20
1288
$2.68K ﹤0.01%
167
1289
$2.68K ﹤0.01%
40
+25
1290
$2.68K ﹤0.01%
9
+8
1291
$2.67K ﹤0.01%
35
+30
1292
$2.67K ﹤0.01%
20
+5
1293
$2.66K ﹤0.01%
45
+35
1294
$2.64K ﹤0.01%
12
+3
1295
$2.63K ﹤0.01%
+75
1296
$2.6K ﹤0.01%
21
+16
1297
$2.57K ﹤0.01%
+35
1298
$2.56K ﹤0.01%
45
+35
1299
$2.56K ﹤0.01%
45
+40
1300
$2.55K ﹤0.01%
245
+85
50 51
52
53 54