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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.27M 0.11%
7,964
-131
227
$1.26M 0.11%
2,639
+2,071
228
$1.26M 0.11%
2,192
-35
229
$1.26M 0.11%
33,944
-5,654
230
$1.25M 0.11%
12,701
+1,473
231
$1.25M 0.11%
32,219
-1,667
232
$1.24M 0.11%
8,017
-1,040
233
$1.23M 0.11%
8,748
-1,122
234
$1.22M 0.11%
13,113
+2,320
235
$1.22M 0.11%
+30,059
236
$1.21M 0.1%
1,435
+88
237
$1.2M 0.1%
+29,268
238
$1.2M 0.1%
+9,173
239
$1.16M 0.1%
7,698
+756
240
$1.15M 0.1%
15,300
-2,360
241
$1.12M 0.1%
+16,700
242
$1.09M 0.09%
+9,628
243
$1.09M 0.09%
16,169
+8,354
244
$1.07M 0.09%
6,470
-18
245
$1.06M 0.09%
1,941
-613
246
$1.05M 0.09%
+61,441
247
$1.02M 0.09%
19,271
-19,215
248
$1M 0.09%
4,604
+206
249
$930K 0.08%
17,371
+2,274
250
$927K 0.08%
15,652
+7,915
8 9
10
11 12