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
1976
$493 ﹤0.01%
10
+5
1977
$493 ﹤0.01%
+6
1978
$492 ﹤0.01%
30
+20
1979
$491 ﹤0.01%
51
+40
1980
$490 ﹤0.01%
50
+30
1981
$490 ﹤0.01%
50
+40
1982
$490 ﹤0.01%
10
+5
1983
$489 ﹤0.01%
15
+10
1984
$487 ﹤0.01%
20
+15
1985
$486 ﹤0.01%
+5
1986
$486 ﹤0.01%
+10
1987
$485 ﹤0.01%
10
+5
1988
$482 ﹤0.01%
+60
1989
$482 ﹤0.01%
30
+20
1990
$482 ﹤0.01%
10
+5
1991
$482 ﹤0.01%
25
+20
1992
$482 ﹤0.01%
10
+5
1993
$482 ﹤0.01%
+45
1994
$481 ﹤0.01%
60
+40
1995
$480 ﹤0.01%
35
+20
1996
$480 ﹤0.01%
26
+20
1997
$480 ﹤0.01%
30
+20
1998
$479 ﹤0.01%
15
+10
1999
$479 ﹤0.01%
70
+55
2000
$476 ﹤0.01%
15
+10
78 79
80
81 82