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RFN

Redwood Financial Network Portfolio holdings

AUM $153M
1-Year Est. Return 17.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$392K
3
+$390K
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$275K
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$249K

Top Sells

1
+$323K
2
+$297K
3
+$284K
4
DE icon
Deere & Co
DE
+$252K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$240K

Sector Composition

1 Technology 10.96%
2 Communication Services 4.19%
3 Financials 3.66%
4 Consumer Discretionary 2.39%
5 Industrials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$927K 0.59%
25,523
+5,785
52
$910K 0.58%
4,097
+1,883
53
$842K 0.53%
17,996
+4,092
54
$809K 0.51%
3,323
55
$795K 0.5%
17,981
-1,805
56
$793K 0.5%
8,911
-3,727
57
$786K 0.5%
41,766
+2,804
58
$756K 0.48%
3,206
59
$728K 0.46%
14,382
+2,414
60
$704K 0.45%
15,770
+1,726
61
$700K 0.44%
15,120
+1,389
62
$682K 0.43%
6,502
-433
63
$676K 0.43%
4,546
-248
64
$668K 0.42%
1,503
-327
65
$664K 0.42%
9,758
-361
66
$652K 0.41%
6,236
-715
67
$641K 0.41%
5,064
-167
68
$640K 0.41%
1,941
+2
69
$637K 0.4%
2,687
+469
70
$633K 0.4%
4,343
-492
71
$630K 0.4%
5,589
+314
72
$619K 0.39%
32,098
-1,726
73
$607K 0.38%
14,192
+172
74
$607K 0.38%
15,464
-118
75
$604K 0.38%
12,136
-1,995
1 2
3
4 5