RFN
Redwood Financial Network Portfolio holdings
AUM
$148M
This Quarter Return
-11.24%
1 Year Return
+16.08%
3 Year Return
+60.93%
5 Year Return
–
10 Year Return
–
AUM
$91.7M
AUM Growth
+$91.7M
(-15%)
Cap. Flow
-$2.3M
Cap. Flow
% of AUM
-2.51%
Top 10 Holdings %
Top 10 Hldgs %
26.98%
Holding
156
New
3
Increased
72
Reduced
54
Closed
24
Top Buys
Top Sells
| 1 |
Netflix
NFLX
|
$349K |
| 2 |
Shopify
SHOP
|
$328K |
| 3 |
DocuSign
DOCU
|
$268K |
| 4 |
Twilio
TWLO
|
$249K |
| 5 |
Vanguard Total World Stock ETF
VT
|
$248K |
Sector Composition
| 1 | Technology | 5.37% |
| 2 | Healthcare | 3.56% |
| 3 | Communication Services | 2.63% |
| 4 | Consumer Discretionary | 1.99% |
| 5 | Financials | 1.72% |
