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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
176
$140K 0.09%
15,961
-401
177
$4.36K ﹤0.01%
500
178
– –
-1,582
179
– –
-1,070
180
– –
-210
181
– –
-495
182
– –
-10,352
183
– –
-3,273
4 5 6 7
8