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RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.06M
3
+$3.92M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.54M
5
CORO
iShares International Country Rotation Active ETF
CORO
+$2.96M

Top Sells

1
+$8.16M
2
+$4.79M
3
+$3.94M
4
MTG icon
MGIC Investment
MTG
+$2.6M
5
HRB icon
H&R Block
HRB
+$2.58M

Sector Composition

1 Technology 7.63%
2 Consumer Discretionary 4.86%
3 Financials 3.51%
4 Communication Services 2.6%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
226
Merck
MRK
$284B
$589K 0.07%
4,896
-5,967
IEMG icon
227
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$588K 0.07%
8,431
-35,116
GLD icon
228
SPDR Gold Trust
GLD
$141B
$563K 0.07%
1,308
-81
JAAA icon
229
Janus Henderson AAA CLO ETF
JAAA
$28.1B
$547K 0.07%
10,859
+55
VUG icon
230
Vanguard Growth ETF
VUG
$225B
$538K 0.07%
7,392
+30
ACWI icon
231
iShares MSCI ACWI ETF
ACWI
$32.7B
$498K 0.06%
3,600
-200
BSV icon
232
Vanguard Short-Term Bond ETF
BSV
$45.2B
$498K 0.06%
6,351
-574
SPDW icon
233
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.1B
$482K 0.06%
10,554
-2,028
VXF icon
234
Vanguard Extended Market ETF
VXF
$30.4B
$470K 0.06%
2,282
-106
AZN icon
235
AstraZeneca
AZN
$277B
$468K 0.06%
2,373
-2,374
IEI icon
236
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$461K 0.06%
3,888
-1,932
BIL icon
237
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
$442K 0.05%
4,829
+28
XLF icon
238
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
$441K 0.05%
+8,931
AXP icon
239
American Express
AXP
$232B
$429K 0.05%
1,418
-3,041
HD icon
240
Home Depot
HD
$336B
$426K 0.05%
1,294
-20
VIG icon
241
Vanguard Dividend Appreciation ETF
VIG
$110B
$422K 0.05%
1,964
+8
XLB icon
242
State Street Materials Select Sector SPDR ETF
XLB
$8.14B
$411K 0.05%
+8,224
VYM icon
243
Vanguard High Dividend Yield ETF
VYM
$79.4B
$408K 0.05%
2,755
+223
EFG icon
244
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$393K 0.05%
3,533
+174
DGP icon
245
DB Gold Double Long ETN due February 15, 2038
DGP
$255M
$366K 0.05%
2,000
SCHB icon
246
Schwab US Broad Market ETF
SCHB
$43.1B
$352K 0.04%
14,008
+39
SMH icon
247
VanEck Semiconductor ETF
SMH
$70.4B
$329K 0.04%
+857
XLI icon
248
State Street Industrial Select Sector SPDR ETF
XLI
$31.5B
$324K 0.04%
+2,004
GE icon
249
GE Aerospace
GE
$367B
$320K 0.04%
1,127
-26
ETN icon
250
Eaton
ETN
$158B
$307K 0.04%
858
+3
8 9
10
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