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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
126
$332K 0.21%
2,477
+820
127
$328K 0.21%
665
128
$326K 0.21%
3,278
-228
129
$323K 0.2%
1,271
+58
130
$321K 0.2%
4,698
-28
131
$316K 0.2%
3,762
-236
132
$313K 0.2%
8,280
+369
133
$310K 0.2%
6,697
+9
134
$303K 0.19%
2,135
+425
135
$293K 0.19%
1,454
+1
136
$289K 0.18%
4,594
+331
137
$289K 0.18%
+4,069
138
$288K 0.18%
1,535
-199
139
$287K 0.18%
1,772
+28
140
$284K 0.18%
1,097
-25
141
$272K 0.17%
2,453
-10
142
$268K 0.17%
3,185
+202
143
$268K 0.17%
893
-11
144
$266K 0.17%
2,321
-23
145
$262K 0.17%
15,710
+2,827
146
$257K 0.16%
1,538
-269
147
$255K 0.16%
+3,112
148
$255K 0.16%
2,549
+108
149
$248K 0.16%
7,717
-399
150
$239K 0.15%
720
+37
4 5
6
7 8