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
951
$27.3K ﹤0.01%
+108
952
$27.3K ﹤0.01%
+770
953
$27.3K ﹤0.01%
+620
954
$27.2K ﹤0.01%
+314
955
$27.1K ﹤0.01%
+760
956
$27K ﹤0.01%
+765
957
$27K ﹤0.01%
+614
958
$26.9K ﹤0.01%
+203
959
$26.9K ﹤0.01%
+470
960
$26.8K ﹤0.01%
+127
961
$26.8K ﹤0.01%
+374
962
$26.8K ﹤0.01%
+322
963
$26.7K ﹤0.01%
+395
964
$26.6K ﹤0.01%
+102
965
$26.6K ﹤0.01%
+1,764
966
$26.6K ﹤0.01%
+403
967
$26.6K ﹤0.01%
+617
968
$26.4K ﹤0.01%
+241
969
$26.4K ﹤0.01%
+218
970
$26.4K ﹤0.01%
+88
971
$26.4K ﹤0.01%
+538
972
$26.3K ﹤0.01%
+205
973
$26.2K ﹤0.01%
+286
974
$26.2K ﹤0.01%
+319
975
$26.2K ﹤0.01%
+77