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
1051
$22.7K ﹤0.01%
+228
1052
$22.7K ﹤0.01%
+172
1053
$22.6K ﹤0.01%
+146
1054
$22.5K ﹤0.01%
+87
1055
$22.5K ﹤0.01%
+124
1056
$22.5K ﹤0.01%
+202
1057
$22.5K ﹤0.01%
+240
1058
$22.5K ﹤0.01%
+430
1059
$22.5K ﹤0.01%
+58
1060
$22.4K ﹤0.01%
+301
1061
$22.3K ﹤0.01%
+302
1062
$22.3K ﹤0.01%
+455
1063
$22.2K ﹤0.01%
+72
1064
$22.2K ﹤0.01%
+240
1065
$22.2K ﹤0.01%
+604
1066
$22.1K ﹤0.01%
+236
1067
$22K ﹤0.01%
+2,529
1068
$21.9K ﹤0.01%
+205
1069
$21.9K ﹤0.01%
+301
1070
$21.9K ﹤0.01%
+525
1071
$21.9K ﹤0.01%
+659
1072
$21.9K ﹤0.01%
+492
1073
$21.9K ﹤0.01%
+231
1074
$21.9K ﹤0.01%
+55
1075
$21.8K ﹤0.01%
+183