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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
$358M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.7M
3
+$18M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$8.49M
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$3.98M

Top Sells

1
+$11.4M
2
+$6.11M
3
+$5.88M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$5.67M

Sector Composition

1 Financials 13.84%
2 Technology 11.41%
3 Industrials 9.91%
4 Consumer Discretionary 8.71%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-55,971
227
– –
-1,775
228
– –
-24,803
229
– –
-52,274
230
– –
-156,271
231
– –
-235,889
232
– –
-194,572
233
– –
-30,874
234
– –
-62,748
235
– –
-7,377
236
– –
-286,496
237
– –
-97,855
6 7 8 9
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