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Root Financial Partners Portfolio holdings
AUM
$2.16B
1-Year Est. Return
18.1%
This Fund
S&P 500
1 Year Est. Return
+18.1%
AUM
$1.94B
AUM Growth
+$313M
(+19%)
Holding
2,542
Top Buys
| 1 | +$55.8M | |
| 2 | +$30.2M | |
| 3 | +$28.2M | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$27.7M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$26.3M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$8.34M | |
| 3 | +$3.3M | |
| 4 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$2.67M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$2.3M |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Consumer Discretionary | 1.69% |
| 3 | Financials | 1.56% |
| 4 | Communication Services | 1.42% |
| 5 | Industrials | 0.97% |
