RFN
Redwood Financial Network Portfolio holdings
AUM
$148M
This Quarter Return
+11.02%
1 Year Return
+16.08%
3 Year Return
+60.93%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+13%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
27.93%
Holding
174
New
14
Increased
81
Reduced
55
Closed
2
Top Buys
| 1 |
Vertiv
VRT
|
$467K |
| 2 |
Zscaler
ZS
|
$284K |
| 3 |
NYLI FTSE International Equity Currency Neutral ETF
HFXI
|
$265K |
| 4 |
Advanced Micro Devices
AMD
|
$247K |
| 5 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
$246K |
Top Sells
Sector Composition
| 1 | Technology | 10.62% |
| 2 | Communication Services | 4.52% |
| 3 | Financials | 3.92% |
| 4 | Consumer Discretionary | 2.41% |
| 5 | Industrials | 1.88% |
