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
651
$52.6K ﹤0.01%
+1,525
652
$52.6K ﹤0.01%
+686
653
$52.4K ﹤0.01%
+1,391
654
$52.3K ﹤0.01%
+106
655
$51.9K ﹤0.01%
+834
656
$51.9K ﹤0.01%
+297
657
$51.8K ﹤0.01%
+5,000
658
$51.7K ﹤0.01%
+865
659
$51.6K ﹤0.01%
+88
660
$51.5K ﹤0.01%
+12
661
$51.4K ﹤0.01%
+279
662
$51.3K ﹤0.01%
+293
663
$51K ﹤0.01%
+1,294
664
$51K ﹤0.01%
+417
665
$51K ﹤0.01%
13,706
666
$50.8K ﹤0.01%
+506
667
$50.7K ﹤0.01%
+121
668
$50.7K ﹤0.01%
+544
669
$50.5K ﹤0.01%
+206
670
$50.5K ﹤0.01%
+93
671
$50K ﹤0.01%
+1,235
672
$49.9K ﹤0.01%
+289
673
$49.8K ﹤0.01%
+2,767
674
$49.4K ﹤0.01%
+153
675
$49.4K ﹤0.01%
+1,238