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
$1.13B
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$12.9M
3
+$12.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$6.23M
5
LUV icon
Southwest Airlines
LUV
+$4.73M

Top Sells

1
+$29.3M
2
+$20.8M
3
+$18.5M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$16.2M
5
AAPL icon
Apple
AAPL
+$16.1M

Sector Composition

1 Consumer Discretionary 7.91%
2 Technology 6.05%
3 Industrials 6%
4 Healthcare 5.16%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35M 0.12%
29,488
+1,164
227
$1.34M 0.12%
10,234
+240
228
$1.32M 0.12%
12,654
-1,743
229
$1.31M 0.12%
4,903
+190
230
$1.29M 0.11%
2,195
+3
231
$1.23M 0.11%
9,603
-25
232
$1.19M 0.11%
1,341
-94
233
$1.17M 0.1%
2,014
+73
234
$1.17M 0.1%
30,486
+1,218
235
$1.12M 0.1%
7,384
-314
236
$1.11M 0.1%
13,410
-1,890
237
$1.07M 0.09%
1,205
-3,738
238
$1.04M 0.09%
2,255
+1,042
239
$994K 0.09%
8,484
-10,984
240
$976K 0.09%
18,236
+7,320
241
$905K 0.08%
18,006
+19
242
$858K 0.08%
12,693
+7,668
243
$837K 0.07%
3,969
+2,030
244
$779K 0.07%
1,924
-20
245
$742K 0.07%
2,837
-12,820
246
$733K 0.07%
9,319
+69
247
$696K 0.06%
1,192
-101
248
$696K 0.06%
11,793
-2,462
249
$656K 0.06%
+112,354
250
$655K 0.06%
8,108
-99
8 9
10
11 12