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
1476
$361 ﹤0.01%
12
-498
1477
$361 ﹤0.01%
+5
1478
$359 ﹤0.01%
+10
1479
$358 ﹤0.01%
+45
1480
$358 ﹤0.01%
+5
1481
$358 ﹤0.01%
+5
1482
$357 ﹤0.01%
+5
1483
$356 ﹤0.01%
+15
1484
$356 ﹤0.01%
+2
1485
$354 ﹤0.01%
+5
1486
$354 ﹤0.01%
+2
1487
$353 ﹤0.01%
+10
1488
$353 ﹤0.01%
+30
1489
$353 ﹤0.01%
9
1490
$352 ﹤0.01%
15
1491
$351 ﹤0.01%
+20
1492
$351 ﹤0.01%
+8
1493
$349 ﹤0.01%
3
1494
$348 ﹤0.01%
+5
1495
$348 ﹤0.01%
+20
1496
$346 ﹤0.01%
15
1497
$345 ﹤0.01%
+5
1498
$345 ﹤0.01%
+5
1499
$345 ﹤0.01%
+5
1500
$344 ﹤0.01%
70
58 59
60
61 62