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
$119M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$571K
3
+$500K
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$434K
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$374K

Top Sells

1
+$422K
2
+$397K
3
+$261K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$258K
5
QGRO icon
American Century US Quality Growth ETF
QGRO
+$249K

Sector Composition

1 Technology 10.42%
2 Communication Services 4.93%
3 Consumer Discretionary 3%
4 Financials 2.31%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,753
152
– –
-3,475
153
– –
-2,927
154
– –
-2,292
155
– –
-14,769
156
– –
-4,775
157
– –
-4,319
3 4 5 6
7