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
1576
$1.1K ﹤0.01%
31
1577
$1.1K ﹤0.01%
35
+25
1578
$1.09K ﹤0.01%
66
+55
1579
$1.09K ﹤0.01%
120
+90
1580
$1.09K ﹤0.01%
90
+80
1581
$1.09K ﹤0.01%
15
+10
1582
$1.09K ﹤0.01%
15
+10
1583
$1.09K ﹤0.01%
250
+150
1584
$1.09K ﹤0.01%
20
+15
1585
$1.08K ﹤0.01%
50
+45
1586
$1.08K ﹤0.01%
16
1587
$1.08K ﹤0.01%
10
+8
1588
$1.08K ﹤0.01%
25
+20
1589
$1.08K ﹤0.01%
81
1590
$1.08K ﹤0.01%
+10
1591
$1.07K ﹤0.01%
90
+80
1592
$1.07K ﹤0.01%
10
+5
1593
$1.05K ﹤0.01%
60
+50
1594
$1.05K ﹤0.01%
150
1595
$1.05K ﹤0.01%
15
+10
1596
$1.05K ﹤0.01%
28
1597
$1.05K ﹤0.01%
70
+60
1598
$1.04K ﹤0.01%
30
+25
1599
$1.04K ﹤0.01%
185
+150
1600
$1.04K ﹤0.01%
15
+10
62 63
64
65 66