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
1451
$1.52K ﹤0.01%
30
1452
$1.52K ﹤0.01%
27
-20
1453
$1.52K ﹤0.01%
20
+15
1454
$1.5K ﹤0.01%
15
+10
1455
$1.5K ﹤0.01%
+25
1456
$1.5K ﹤0.01%
20
+15
1457
$1.49K ﹤0.01%
63
1458
$1.48K ﹤0.01%
+15
1459
$1.47K ﹤0.01%
15
+10
1460
$1.47K ﹤0.01%
15
+10
1461
$1.47K ﹤0.01%
8
+6
1462
$1.46K ﹤0.01%
50
+40
1463
$1.46K ﹤0.01%
40
+30
1464
$1.46K ﹤0.01%
+11
1465
$1.46K ﹤0.01%
20
+15
1466
$1.45K ﹤0.01%
20
+15
1467
$1.44K ﹤0.01%
35
+20
1468
$1.43K ﹤0.01%
20
+15
1469
$1.43K ﹤0.01%
25
1470
$1.43K ﹤0.01%
15
+10
1471
$1.42K ﹤0.01%
80
+70
1472
$1.42K ﹤0.01%
12
+7
1473
$1.42K ﹤0.01%
15
+10
1474
$1.41K ﹤0.01%
+13
1475
$1.41K ﹤0.01%
80
+70
57 58
59
60 61