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RFN

Redwood Financial Network Portfolio holdings

AUM $153M
1-Year Est. Return 17.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$392K
3
+$390K
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$275K
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$249K

Top Sells

1
+$323K
2
+$297K
3
+$284K
4
DE icon
Deere & Co
DE
+$252K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$240K

Sector Composition

1 Technology 10.96%
2 Communication Services 4.19%
3 Financials 3.66%
4 Consumer Discretionary 2.39%
5 Industrials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$239K 0.15%
1,168
-399
152
$237K 0.15%
3,570
+1
153
$235K 0.15%
8,316
-235
154
$234K 0.15%
+3,059
155
$233K 0.15%
+9,156
156
$231K 0.15%
377
-19
157
$229K 0.14%
2,584
-147
158
$228K 0.14%
3,882
-1,224
159
$228K 0.14%
+10,911
160
$224K 0.14%
+919
161
$223K 0.14%
+4,810
162
$217K 0.14%
1,006
+11
163
$216K 0.14%
2,091
-124
164
$213K 0.13%
1,636
-16
165
$211K 0.13%
+619
166
$209K 0.13%
676
167
$209K 0.13%
3,630
-490
168
$209K 0.13%
3,111
-83
169
$206K 0.13%
4,695
-85
170
$204K 0.13%
1,330
-9
171
$204K 0.13%
+7,057
172
$202K 0.13%
991
173
$201K 0.13%
8,130
-1,890
174
$201K 0.13%
5,119
+909
175
$165K 0.1%
+10,151
4 5 6
7
8