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RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,273
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$6.32M
3
+$2.82M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$2.51M
5
ICLR icon
Icon
ICLR
+$1.65M

Top Sells

1
+$6.23M
2
+$3.61M
3
+$3.03M
4
ORCL icon
Oracle
ORCL
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$1.58M

Sector Composition

1 Technology 18.98%
2 Financials 13.51%
3 Industrials 9.79%
4 Healthcare 8.09%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$17.1K ﹤0.01%
1,169
1277
$17.1K ﹤0.01%
300
1278
$17.1K ﹤0.01%
455
+5
1279
$17.1K ﹤0.01%
124
-15
1280
$17K ﹤0.01%
40
+36
1281
$17K ﹤0.01%
85
+10
1282
$16.9K ﹤0.01%
154
+39
1283
$16.8K ﹤0.01%
2,000
1284
$16.8K ﹤0.01%
4,885
1285
$16.7K ﹤0.01%
335
1286
$16.6K ﹤0.01%
228
1287
$16.5K ﹤0.01%
361
1288
$16.5K ﹤0.01%
1,256
+145
1289
$16.5K ﹤0.01%
476
1290
$16.4K ﹤0.01%
+1,500
1291
$16.3K ﹤0.01%
437
+407
1292
$16.2K ﹤0.01%
250
1293
$16.1K ﹤0.01%
600
1294
$16K ﹤0.01%
621
-299
1295
$16K ﹤0.01%
210
+120
1296
$16K ﹤0.01%
301
+96
1297
$16K ﹤0.01%
980
-15
1298
$15.9K ﹤0.01%
371
1299
$15.9K ﹤0.01%
653
-38
1300
$15.9K ﹤0.01%
92
-9
50 51
52
53 54