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Home > Institutional Investor > Roth Financial Partners Llc > Profile

Instuitional Investor - Roth Financial Partners Llc

Fund Profile
Filing Period:
Fund Name: Roth Financial Partners Llc
Portfolio Value $195,287,060
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 573,565 $40,350,298 20.66%
2.
Ishares Trust
 IEF 78,641 $37,561,301 19.23%
3.
Spdr S & P 500 Etf Trust
 SPY 58,720 $27,915,799 14.29%
4.
Ishares Trust
 IEF 167,771 $18,167,770 9.3%
5.
Invesco Exchange Traded Fd T
 87,365 $13,787,832 7.06%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)