RFP
Root Financial Partners Portfolio holdings
AUM
$1.03B
This Quarter Return
+6.33%
1 Year Return
+12.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$337M
AUM Growth
+$337M
(+27%)
Cap. Flow
+$56.1M
Cap. Flow
% of AUM
16.63%
Top 10 Holdings %
Top 10 Hldgs %
72.48%
Holding
103
New
21
Increased
50
Reduced
18
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Financials | 1.52% |
| 3 | Communication Services | 0.83% |
| 4 | Consumer Discretionary | 0.69% |
| 5 | Consumer Staples | 0.44% |