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
101
$401K 0.31%
9,234
102
$399K 0.31%
4,974
-120
103
$354K 0.28%
13,861
+1,442
104
$328K 0.26%
160
105
$325K 0.25%
642
-290
106
$316K 0.25%
6,766
-287
107
$314K 0.25%
3,888
+303
108
$309K 0.24%
1,564
-105
109
$308K 0.24%
1,523
-32
110
$305K 0.24%
811
+52
111
$303K 0.24%
9,355
-636
112
$302K 0.24%
1,432
+224
113
$302K 0.24%
4,198
-896
114
$294K 0.23%
12,487
+2,251
115
$291K 0.23%
3,022
-201
116
$284K 0.22%
+8,022
117
$281K 0.22%
6,891
-715
118
$278K 0.22%
667
+1
119
$275K 0.21%
470
-131
120
$273K 0.21%
2,393
+4
121
$267K 0.21%
5,021
-1,222
122
$264K 0.21%
510
-72
123
$260K 0.2%
5,509
-344
124
$259K 0.2%
5,756
+123
125
$255K 0.2%
1,330
-302
3 4
5
6 7