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
$1.44B
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
1876
$578 ﹤0.01%
50
+30
1877
$575 ﹤0.01%
60
+15
1878
$574 ﹤0.01%
30
+20
1879
$574 ﹤0.01%
4
+3
1880
$573 ﹤0.01%
25
+15
1881
$573 ﹤0.01%
25
+15
1882
$572 ﹤0.01%
20
+10
1883
$572 ﹤0.01%
25
+20
1884
$571 ﹤0.01%
+15
1885
$569 ﹤0.01%
25
+20
1886
$569 ﹤0.01%
+10
1887
$563 ﹤0.01%
75
+65
1888
$562 ﹤0.01%
25
+20
1889
$562 ﹤0.01%
50
+37
1890
$560 ﹤0.01%
25
+20
1891
$560 ﹤0.01%
7
1892
$559 ﹤0.01%
+4
1893
$559 ﹤0.01%
15
+10
1894
$558 ﹤0.01%
60
+45
1895
$556 ﹤0.01%
15
+10
1896
$555 ﹤0.01%
40
+30
1897
$555 ﹤0.01%
+20
1898
$552 ﹤0.01%
+15
1899
$552 ﹤0.01%
10
+5
1900
$551 ﹤0.01%
10
74 75
76
77 78