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
$673M
AUM Growth
-$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.1M
3
+$2.99M
4
LKQ icon
LKQ Corp
LKQ
+$2.91M
5
DAN icon
Dana Inc
DAN
+$2.83M

Top Sells

1
+$17.1M
2
+$12.5M
3
+$12.5M
4
AAPL icon
Apple
AAPL
+$6.35M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.51M

Sector Composition

1 Financials 15.88%
2 Consumer Discretionary 12%
3 Technology 11.76%
4 Industrials 5.83%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$265K 0.04%
1,732
-2,626
227
$263K 0.04%
+3,598
228
$262K 0.04%
+6,179
229
$261K 0.04%
+16,223
230
$261K 0.04%
4,561
-131
231
$256K 0.04%
+5,150
232
$255K 0.04%
+2,710
233
$251K 0.04%
+2,909
234
$249K 0.04%
+15,884
235
$246K 0.04%
+2,641
236
$246K 0.04%
+3,027
237
$245K 0.04%
+13,347
238
$245K 0.04%
+2,953
239
$244K 0.04%
+2,499
240
$243K 0.04%
650
-1,310
241
$242K 0.04%
+3,002
242
$239K 0.04%
+2,689
243
$239K 0.04%
+5,692
244
$237K 0.04%
+983
245
$237K 0.04%
+3,107
246
$235K 0.03%
+3,541
247
$233K 0.03%
+2,752
248
$233K 0.03%
+4,210
249
$233K 0.03%
4,507
-1,254
250
$230K 0.03%
+4,881
8 9
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