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
1426
$10.7K ﹤0.01%
+114
1427
$10.7K ﹤0.01%
+655
1428
$10.7K ﹤0.01%
+201
1429
$10.7K ﹤0.01%
+169
1430
$10.7K ﹤0.01%
+231
1431
$10.6K ﹤0.01%
+155
1432
$10.6K ﹤0.01%
+71
1433
$10.6K ﹤0.01%
+337
1434
$10.5K ﹤0.01%
+135
1435
$10.5K ﹤0.01%
+351
1436
$10.4K ﹤0.01%
+510
1437
$10.4K ﹤0.01%
+109
1438
$10.4K ﹤0.01%
+163
1439
$10.4K ﹤0.01%
+394
1440
$10.4K ﹤0.01%
+105
1441
$10.3K ﹤0.01%
+269
1442
$10.3K ﹤0.01%
+333
1443
$10.3K ﹤0.01%
+149
1444
$10.2K ﹤0.01%
+134
1445
$10.1K ﹤0.01%
+140
1446
$10.1K ﹤0.01%
+700
1447
$10K ﹤0.01%
+200
1448
$10K ﹤0.01%
+58
1449
$10K ﹤0.01%
+511
1450
$9.91K ﹤0.01%
+1,034