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
1151
$18.8K ﹤0.01%
+201
1152
$18.8K ﹤0.01%
+294
1153
$18.8K ﹤0.01%
+83
1154
$18.7K ﹤0.01%
+1,321
1155
$18.7K ﹤0.01%
+468
1156
$18.6K ﹤0.01%
+249
1157
$18.5K ﹤0.01%
+388
1158
$18.5K ﹤0.01%
+75
1159
$18.4K ﹤0.01%
+1,496
1160
$18.4K ﹤0.01%
+575
1161
$18.3K ﹤0.01%
+318
1162
$18.2K ﹤0.01%
+129
1163
$18.2K ﹤0.01%
+199
1164
$18.2K ﹤0.01%
+240
1165
$18.1K ﹤0.01%
+285
1166
$18.1K ﹤0.01%
+168
1167
$17.9K ﹤0.01%
+1,001
1168
$17.9K ﹤0.01%
+183
1169
$17.9K ﹤0.01%
+331
1170
$17.9K ﹤0.01%
+40
1171
$17.9K ﹤0.01%
+453
1172
$17.9K ﹤0.01%
+414
1173
$17.8K ﹤0.01%
+237
1174
$17.8K ﹤0.01%
+150
1175
$17.8K ﹤0.01%
+342