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
$115M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$990K
3
+$548K
4
EQIN
Columbia U.S. Equity Income ETF
EQIN
+$481K
5
PNC icon
PNC Financial Services
PNC
+$353K

Top Sells

1
+$391K
2
+$297K
3
+$276K
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$268K
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$257K

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
– –
-1,278
152
– –
-2,585
153
– –
-1,151
154
– –
-3,652
155
– –
-3,526
3 4 5 6
7