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
$701M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$6.76M
3
+$2.45M
4
RHI icon
Robert Half
RHI
+$2.27M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$2.88M
2
+$1.79M
3
+$1.75M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.42M
5
MSCI icon
MSCI
MSCI
+$1.32M

Sector Composition

1 Financials 12.96%
2 Technology 10.65%
3 Consumer Discretionary 8.02%
4 Industrials 6.13%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$873K 0.12%
33,818
227
$833K 0.12%
40,200
228
$813K 0.12%
38,495
229
$758K 0.11%
17,008
230
$679K 0.1%
26,732
231
$668K 0.1%
1,094
+386
232
$619K 0.09%
1,084
+369
233
$587K 0.08%
2,165
+823
234
$582K 0.08%
7,117
235
$553K 0.08%
29,446
236
$525K 0.07%
15,026
237
$501K 0.07%
1,924
238
$497K 0.07%
9,134
+3,772
239
$457K 0.07%
56,037
240
$445K 0.06%
9,580
+3,795
241
$440K 0.06%
4,472
+1,777
242
$427K 0.06%
4,209
-9,812
243
$404K 0.06%
8,697
-23,259
244
$383K 0.05%
979
-288
245
$340K 0.05%
590
-200
246
$321K 0.05%
+1,331
247
$314K 0.04%
+4,477
248
$310K 0.04%
1,459
-5,013
249
$308K 0.04%
+5,506
250
$305K 0.04%
21,318
8 9
10
11 12