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
$1.03B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.7M
3
+$6.58M
4
HR icon
Healthcare Realty
HR
+$6.08M
5
HPQ icon
HP
HPQ
+$5.24M

Top Sells

1
+$23.6M
2
+$14.6M
3
+$11.7M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$8.31M
5
VST icon
Vistra
VST
+$7.07M

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.49%
3 Financials 6.39%
4 Healthcare 4.51%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37M 0.13%
2,201
+6
227
$1.34M 0.13%
33,317
-3,422
228
$1.33M 0.13%
24,025
+1,858
229
$1.33M 0.13%
1,720
+515
230
$1.32M 0.13%
5,700
+1,952
231
$1.26M 0.12%
2,134
+120
232
$1.22M 0.12%
5,092
+1,123
233
$1.21M 0.12%
7,608
+224
234
$1.2M 0.12%
11,156
+2,672
235
$1.13M 0.11%
25,108
-9,323
236
$1.06M 0.1%
4,181
-2,976
237
$1.05M 0.1%
20,171
+1,935
238
$960K 0.09%
2,467
+543
239
$869K 0.08%
17,722
-284
240
$866K 0.08%
5,988
-25,017
241
$775K 0.08%
4,626
+1,561
242
$725K 0.07%
8,026
-82
243
$697K 0.07%
9,021
-298
244
$696K 0.07%
1,376
+581
245
$696K 0.07%
11,959
+166
246
$628K 0.06%
1,192
+439
247
$569K 0.06%
16,670
+630
248
$566K 0.06%
6,989
+3,447
249
$520K 0.05%
2,736
-270
250
$511K 0.05%
3,143
+21
8 9
10
11 12