RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
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
1826
$172 ﹤0.01%
+5
1827
$172 ﹤0.01%
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1828
$171 ﹤0.01%
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1829
$171 ﹤0.01%
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1830
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1831
$170 ﹤0.01%
+10
1832
$169 ﹤0.01%
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1833
$168 ﹤0.01%
4
1834
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1835
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1836
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1837
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1838
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1839
$166 ﹤0.01%
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1840
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1841
$166 ﹤0.01%
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1842
$165 ﹤0.01%
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1843
$165 ﹤0.01%
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1844
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1845
$164 ﹤0.01%
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1846
$164 ﹤0.01%
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1847
$164 ﹤0.01%
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1848
$164 ﹤0.01%
+10
1849
$164 ﹤0.01%
+5
1850
$163 ﹤0.01%
+5
72 73
74
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