RFN
Redwood Financial Network Portfolio holdings
AUM
$148M
This Quarter Return
-3.42%
1 Year Return
+16.08%
3 Year Return
+60.93%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(-2.2%)
Cap. Flow
+$3.15M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
27.99%
Holding
169
New
11
Increased
74
Reduced
59
Closed
9
Top Buys
| 1 |
Fidelity Enhanced Large Cap Growth ETF
FELG
|
$376K |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
$339K |
| 3 |
iShares US Technology ETF
IYW
|
$304K |
| 4 |
M&T Bank
MTB
|
$303K |
| 5 |
ASML
ASML
|
$286K |
Top Sells
| 1 |
Tesla
TSLA
|
$549K |
| 2 |
Marvell Technology
MRVL
|
$369K |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$339K |
| 4 |
Fidelity Total Bond ETF
FBND
|
$247K |
| 5 |
KKR & Co
KKR
|
$242K |
Sector Composition
| 1 | Technology | 8.56% |
| 2 | Communication Services | 4.14% |
| 3 | Financials | 3.65% |
| 4 | Consumer Discretionary | 2.23% |
| 5 | Industrials | 1.41% |
