RFP

Root Financial Partners Portfolio holdings

AUM $2.16B
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,301
New
Increased
Reduced
Closed

Top Sells

1 +$2.59M
2 +$1.38M
3 +$1.3M
4
HD icon
Home Depot
HD
+$1.04M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$544K

Sector Composition

1 Technology 6.67%
2 Financials 1.76%
3 Consumer Discretionary 1.49%
4 Communication Services 1.41%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$65.9K ﹤0.01%
+2,321
577
$64.8K ﹤0.01%
+2,887
578
$64.4K ﹤0.01%
+409
579
$64.4K ﹤0.01%
+1,458
580
$64.3K ﹤0.01%
+717
581
$64.2K ﹤0.01%
+235
582
$64K ﹤0.01%
+183
583
$63.8K ﹤0.01%
+128
584
$63.5K ﹤0.01%
+1,195
585
$63.4K ﹤0.01%
+500
586
$63.1K ﹤0.01%
+1,416
587
$63.1K ﹤0.01%
+446
588
$63.1K ﹤0.01%
+453
589
$63K ﹤0.01%
+1,260
590
$62.8K ﹤0.01%
+1,356
591
$62.8K ﹤0.01%
+2,952
592
$62.7K ﹤0.01%
+334
593
$62.7K ﹤0.01%
+1,198
594
$62.4K ﹤0.01%
+555
595
$62.3K ﹤0.01%
+1,500
596
$62K ﹤0.01%
+560
597
$61.5K ﹤0.01%
+587
598
$61.5K ﹤0.01%
+163
599
$61.5K ﹤0.01%
+420
600
$61.4K ﹤0.01%
+782