RFN

Redwood Financial Network Portfolio holdings

AUM $158M
1-Year Est. Return 17.74%
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$912K
3
+$519K
4
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$400K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$284K

Top Sells

1
+$258K
2
+$257K
3
+$231K
4
ZS icon
Zscaler
ZS
+$213K
5
ASML icon
ASML
ASML
+$203K

Sector Composition

1 Technology 9%
2 Communication Services 4.51%
3 Consumer Discretionary 3.09%
4 Financials 2.73%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.54%
11,038
-442
52
$691K 0.54%
3,139
+423
53
$676K 0.53%
5,949
+10
54
$673K 0.53%
8,109
+263
55
$648K 0.51%
9,140
-190
56
$647K 0.51%
15,589
-76
57
$642K 0.5%
14,100
+353
58
$637K 0.5%
2,256
-6
59
$618K 0.48%
5,622
+187
60
$614K 0.48%
5,234
-26
61
$613K 0.48%
7,396
-116
62
$610K 0.48%
4,139
+44
63
$604K 0.47%
16,069
-4,917
64
$597K 0.47%
1,754
-46
65
$590K 0.46%
10,592
+878
66
$587K 0.46%
11,566
-931
67
$571K 0.45%
1,430
-8
68
$567K 0.44%
17,343
+3,743
69
$566K 0.44%
2,151
+6
70
$562K 0.44%
7,841
+171
71
$559K 0.44%
2,041
-100
72
$553K 0.43%
3,611
-75
73
$551K 0.43%
1,303
-86
74
$551K 0.43%
955
+141
75
$550K 0.43%
1,195
-107
1 2
3
4 5