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
901
$29.7K ﹤0.01%
+145
902
$29.7K ﹤0.01%
+682
903
$29.6K ﹤0.01%
+363
904
$29.5K ﹤0.01%
+267
905
$29.4K ﹤0.01%
+446
906
$29.4K ﹤0.01%
+318
907
$29.3K ﹤0.01%
+256
908
$29.2K ﹤0.01%
+269
909
$29.2K ﹤0.01%
+888
910
$29.1K ﹤0.01%
+308
911
$29K ﹤0.01%
+235
912
$28.9K ﹤0.01%
+258
913
$28.8K ﹤0.01%
+93
914
$28.8K ﹤0.01%
+491
915
$28.8K ﹤0.01%
+339
916
$28.8K ﹤0.01%
+103
917
$28.7K ﹤0.01%
+125
918
$28.7K ﹤0.01%
+320
919
$28.7K ﹤0.01%
+835
920
$28.6K ﹤0.01%
+482
921
$28.6K ﹤0.01%
+307
922
$28.5K ﹤0.01%
+298
923
$28.5K ﹤0.01%
+207
924
$28.4K ﹤0.01%
+198
925
$28.3K ﹤0.01%
+522