RFP

Roth Financial Partners Portfolio holdings

AUM $297M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$917K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$294K
2 +$286K
3 +$236K
4
AMD icon
Advanced Micro Devices
AMD
+$206K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$184K

Top Sells

1 +$1.04M
2 +$178K
3 +$35K

Sector Composition

1 Technology 2.43%
2 Energy 0.9%
3 Consumer Discretionary 0.28%
4 Financials 0.25%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$45K 0.03%
800