RFP
Root Financial Partners Portfolio holdings
AUM
$1.03B
This Quarter Return
+5.53%
1 Year Return
+12.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.98%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.31% |
| 2 | Financials | 2.05% |
| 3 | Energy | 0.45% |
| 4 | Consumer Staples | 0.37% |
| 5 | Communication Services | 0.32% |
