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
1476
$9.38K ﹤0.01%
+94
1477
$9.36K ﹤0.01%
+185
1478
$9.36K ﹤0.01%
+711
1479
$9.29K ﹤0.01%
+140
1480
$9.22K ﹤0.01%
+332
1481
$9.21K ﹤0.01%
+300
1482
$9.21K ﹤0.01%
+3,000
1483
$9.19K ﹤0.01%
+341
1484
$9.19K ﹤0.01%
+584
1485
$9.17K ﹤0.01%
+68
1486
$9.15K ﹤0.01%
+146
1487
$9.12K ﹤0.01%
+84
1488
$9.05K ﹤0.01%
+284
1489
$9.03K ﹤0.01%
+210
1490
$9.01K ﹤0.01%
+103
1491
$9K ﹤0.01%
+96
1492
$8.97K ﹤0.01%
+60
1493
$8.95K ﹤0.01%
+91
1494
$8.94K ﹤0.01%
+500
1495
$8.92K ﹤0.01%
+56
1496
$8.89K ﹤0.01%
+50
1497
$8.85K ﹤0.01%
+133
1498
$8.85K ﹤0.01%
+113
1499
$8.85K ﹤0.01%
+95
1500
$8.83K ﹤0.01%
+67