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
1401
$11.4K ﹤0.01%
+479
1402
$11.4K ﹤0.01%
+154
1403
$11.4K ﹤0.01%
+215
1404
$11.3K ﹤0.01%
+271
1405
$11.3K ﹤0.01%
+60
1406
$11.3K ﹤0.01%
+148
1407
$11.2K ﹤0.01%
+85
1408
$11.2K ﹤0.01%
+297
1409
$11.2K ﹤0.01%
+141
1410
$11.2K ﹤0.01%
+79
1411
$11.2K ﹤0.01%
+242
1412
$11.1K ﹤0.01%
+127
1413
$11.1K ﹤0.01%
+187
1414
$11.1K ﹤0.01%
+179
1415
$11.1K ﹤0.01%
+594
1416
$11K ﹤0.01%
+288
1417
$11K ﹤0.01%
+327
1418
$11K ﹤0.01%
+149
1419
$10.9K ﹤0.01%
+135
1420
$10.9K ﹤0.01%
+308
1421
$10.9K ﹤0.01%
+138
1422
$10.9K ﹤0.01%
+115
1423
$10.9K ﹤0.01%
+123
1424
$10.9K ﹤0.01%
+90
1425
$10.8K ﹤0.01%
+283