RFP
Root Financial Partners Portfolio holdings
AUM
$1.03B
This Quarter Return
+1.32%
1 Year Return
+12.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$427M
AUM Growth
+$427M
(+27%)
Cap. Flow
+$88.8M
Cap. Flow
% of AUM
20.8%
Top 10 Holdings %
Top 10 Hldgs %
72.45%
Holding
119
New
23
Increased
61
Reduced
22
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.6% |
| 2 | Communication Services | 0.99% |
| 3 | Consumer Discretionary | 0.7% |
| 4 | Healthcare | 0.56% |
| 5 | Industrials | 0.5% |
