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
$763M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.5M
3
+$12.5M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$7.06M

Top Sells

1
+$35.4M
2
+$25.7M
3
+$7.01M
4
ACI icon
Albertsons Companies
ACI
+$6.59M
5
KEYS icon
Keysight
KEYS
+$6.04M

Sector Composition

1 Financials 14.73%
2 Technology 12%
3 Consumer Discretionary 11.9%
4 Industrials 5.8%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$600K 0.08%
3,181
+1,257
227
$590K 0.08%
3,450
-3,133
228
$527K 0.07%
29,446
229
$457K 0.06%
4,237
-235
230
$403K 0.05%
+1,458
231
$374K 0.05%
744
-235
232
$361K 0.05%
+2,509
233
$340K 0.04%
5,761
-32,240
234
$335K 0.04%
+521
235
$330K 0.04%
2,132
-3,771
236
$326K 0.04%
20,285
-1,033
237
$291K 0.04%
4,692
+158
238
$287K 0.04%
4,320
-22,480
239
$281K 0.04%
1,685
-26,229
240
$269K 0.04%
1,003
-328
241
$258K 0.03%
+885
242
$254K 0.03%
663
-3,601
243
$241K 0.03%
+425
244
$236K 0.03%
3,717
-5,417
245
$234K 0.03%
+361
246
– –
-211,690
247
– –
-44,527
248
– –
-100,650
249
– –
-248,994
250
– –
-42,682
8 9
10
11 12