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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
76
$604K 0.38%
8,124
+1,895
77
$597K 0.38%
1,188
78
$595K 0.38%
3,483
-105
79
$594K 0.38%
11,815
+1,961
80
$592K 0.37%
2,120
+2
81
$584K 0.37%
1,709
-67
82
$581K 0.37%
22,763
+2,531
83
$566K 0.36%
3,751
+118
84
$566K 0.36%
12,972
+192
85
$564K 0.36%
1,832
-57
86
$561K 0.36%
11,057
-1,318
87
$561K 0.36%
23,889
+5,070
88
$559K 0.35%
983
-11
89
$544K 0.34%
14,631
+1,332
90
$539K 0.34%
810
-56
91
$538K 0.34%
5,224
-32
92
$532K 0.34%
9,432
-1,339
93
$528K 0.33%
4,504
+164
94
$525K 0.33%
2,850
+60
95
$523K 0.33%
7,121
-458
96
$520K 0.33%
29,283
-16,819
97
$517K 0.33%
1,114
-90
98
$497K 0.31%
1,255
-98
99
$481K 0.3%
9,815
-104
100
$479K 0.3%
3,650
-148
2 3
4
5 6