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
1451
$9.9K ﹤0.01%
+280
1452
$9.88K ﹤0.01%
+105
1453
$9.84K ﹤0.01%
+99
1454
$9.84K ﹤0.01%
+496
1455
$9.82K ﹤0.01%
+150
1456
$9.8K ﹤0.01%
+65
1457
$9.8K ﹤0.01%
+167
1458
$9.79K ﹤0.01%
+310
1459
$9.78K ﹤0.01%
+47
1460
$9.72K ﹤0.01%
+381
1461
$9.7K ﹤0.01%
+327
1462
$9.68K ﹤0.01%
+73
1463
$9.68K ﹤0.01%
+56
1464
$9.64K ﹤0.01%
+389
1465
$9.64K ﹤0.01%
+150
1466
$9.61K ﹤0.01%
+387
1467
$9.6K ﹤0.01%
+129
1468
$9.6K ﹤0.01%
+178
1469
$9.58K ﹤0.01%
+137
1470
$9.56K ﹤0.01%
+107
1471
$9.56K ﹤0.01%
+76
1472
$9.56K ﹤0.01%
+107
1473
$9.49K ﹤0.01%
+340
1474
$9.48K ﹤0.01%
+149
1475
$9.4K ﹤0.01%
+170