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
$128M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$912K
3
+$519K
4
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$400K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$284K

Top Sells

1
+$258K
2
+$257K
3
+$231K
4
ZS icon
Zscaler
ZS
+$213K
5
ASML icon
ASML
ASML
+$203K

Sector Composition

1 Technology 9%
2 Communication Services 4.51%
3 Consumer Discretionary 3.09%
4 Financials 2.73%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,966
152
– –
-10,448
153
– –
-1,109
154
– –
-2,500
3 4 5 6
7