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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
1
$10.2M 6.48%
126,911
+1,803
2
$6.22M 3.94%
25,178
+444
3
$4.5M 2.85%
24,111
-1,628
4
$4.21M 2.66%
59,630
-590
5
$4.14M 2.62%
29,392
-1,164
6
$3.78M 2.39%
147,943
+4,811
7
$3.27M 2.07%
66,284
-678
8
$2.77M 1.75%
162,742
-1,217
9
$2.44M 1.55%
45,327
-2,637
10
$2.33M 1.48%
19,703
-111
11
$2.32M 1.47%
10,577
-42
12
$2.26M 1.43%
109,463
-184
13
$2.26M 1.43%
100,812
-3,837
14
$2.19M 1.39%
8,600
-363
15
$2.16M 1.37%
4,176
+110
16
$2.15M 1.36%
51,071
+618
17
$2.01M 1.28%
16,812
-900
18
$1.95M 1.24%
99,925
+2,885
19
$1.91M 1.21%
9,753
+324
20
$1.9M 1.2%
24,196
-1,913
21
$1.87M 1.19%
12,138
+99
22
$1.75M 1.11%
56,355
+4,341
23
$1.74M 1.1%
2,891
-98
24
$1.71M 1.08%
18,304
-2,752
25
$1.64M 1.04%
29,601
+1,148
1
2 3 4 5