RFN
Redwood Financial Network Portfolio holdings
AUM
$148M
1-Year Return
16.08%
This Quarter Return
-3.74%
1 Year Return
+16.08%
3 Year Return
+60.93%
5 Year Return
–
10 Year Return
–
AUM
$87.7M
AUM Growth
-$4.06M
(-4.4%)
Cap. Flow
-$303K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
27.51%
Holding
137
New
5
Increased
64
Reduced
48
Closed
8
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$517K |
| 2 |
W.P. Carey
WPC
|
$352K |
| 3 |
Pinterest
PINS
|
$220K |
| 4 |
Repligen
RGEN
|
$215K |
| 5 |
Netflix
NFLX
|
$208K |
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$252K |
| 2 |
NVIDIA
NVDA
|
$247K |
| 3 |
ServiceNow
NOW
|
$236K |
| 4 |
Medtronic
MDT
|
$226K |
| 5 |
Duke Energy
DUK
|
$224K |
Sector Composition
| 1 | Technology | 5.06% |
| 2 | Healthcare | 3.34% |
| 3 | Communication Services | 3.19% |
| 4 | Consumer Discretionary | 2.34% |
| 5 | Financials | 1.74% |
