We are live on ! Find out more
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
101
$479K 0.3%
12,087
+2,134
102
$477K 0.3%
6,492
-1,228
103
$465K 0.29%
+13,168
104
$464K 0.29%
10,352
+18
105
$463K 0.29%
6,714
-477
106
$458K 0.29%
4,457
+1,843
107
$456K 0.29%
10,221
+466
108
$452K 0.29%
2,286
+377
109
$439K 0.28%
19,161
-13
110
$434K 0.27%
11,439
111
$430K 0.27%
19,426
+6,285
112
$421K 0.27%
434
-1
113
$407K 0.26%
1,291
-10
114
$401K 0.25%
2,580
-389
115
$401K 0.25%
18,876
+4,791
116
$399K 0.25%
1,347
-116
117
$391K 0.25%
836
118
$390K 0.25%
4,881
+2
119
$390K 0.25%
9,009
120
$374K 0.24%
160
121
$365K 0.23%
1,034
+181
122
$364K 0.23%
21,557
+4,752
123
$355K 0.22%
1,534
-115
124
$347K 0.22%
1,336
-230
125
$339K 0.21%
1,384
+3
3 4
5
6 7