RIM

Redwood Investment Management Portfolio holdings

AUM $943M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15M
3
+$10.6M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.26M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.91M

Top Sells

1
+$16.6M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M

Sector Composition

1 Technology 11.12%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 6.62%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$330K 0.05%
4,060
-7,200
227
$328K 0.05%
1,342
228
$328K 0.05%
3,434
-6,051
229
$324K 0.05%
+1,541
230
$312K 0.05%
2,185
231
$307K 0.05%
4,455
-8,958
232
$306K 0.05%
2,031
-4,300
233
$304K 0.05%
4,782
-10,056
234
$302K 0.05%
1,574
-3,170
235
$301K 0.05%
2,090
-4,280
236
$301K 0.05%
1,576
-2,987
237
$300K 0.05%
3,848
-7,796
238
$298K 0.05%
4,695
-9,716
239
$297K 0.05%
3,484
-7,320
240
$292K 0.05%
+196
241
$292K 0.05%
2,213
-4,538
242
$291K 0.05%
2,924
-6,174
243
$289K 0.05%
652
-1,404
244
$287K 0.05%
1,874
-3,980
245
$284K 0.05%
+5,362
246
$265K 0.04%
2,695
+193
247
$262K 0.04%
+5,785
248
$236K 0.04%
756
-1,986
249
$221K 0.04%
+7,984
250
$201K 0.03%
+7,625
7 8 9
10
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