RFN

Redwood Financial Network Portfolio holdings

AUM $157M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$942K
3
+$529K
4
EQIN
Columbia U.S. Equity Income ETF
EQIN
+$452K
5
PNC icon
PNC Financial Services
PNC
+$329K

Top Sells

1
+$371K
2
+$297K
3
+$267K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$264K
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$246K

Sector Composition

1 Technology 9.4%
2 Communication Services 4.68%
3 Consumer Discretionary 3.23%
4 Financials 2.74%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,585
152
– –
-1,278
153
– –
-1,151
154
– –
-3,652
155
– –
-3,526
3 4 5 6
7