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
1351
$2.12K ﹤0.01%
8
+6
1352
$2.12K ﹤0.01%
13
+10
1353
$2.11K ﹤0.01%
65
-521
1354
$2.11K ﹤0.01%
45
1355
$2.11K ﹤0.01%
10
+5
1356
$2.1K ﹤0.01%
111
+92
1357
$2.09K ﹤0.01%
40
+30
1358
$2.09K ﹤0.01%
25
+20
1359
$2.09K ﹤0.01%
8
+7
1360
$2.08K ﹤0.01%
18
+13
1361
$2.08K ﹤0.01%
+20
1362
$2.08K ﹤0.01%
500
1363
$2.08K ﹤0.01%
75
+60
1364
$2.07K ﹤0.01%
+30
1365
$2.07K ﹤0.01%
54
1366
$2.06K ﹤0.01%
20
+15
1367
$2.06K ﹤0.01%
35
+30
1368
$2.06K ﹤0.01%
30
+20
1369
$2.05K ﹤0.01%
+115
1370
$2.04K ﹤0.01%
47
1371
$2.03K ﹤0.01%
+5
1372
$2.02K ﹤0.01%
60
1373
$2.02K ﹤0.01%
52
1374
$2.02K ﹤0.01%
147
1375
$2.01K ﹤0.01%
12
+9
53 54
55
56 57