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RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.06M
3
+$3.92M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.54M
5
CORO
iShares International Country Rotation Active ETF
CORO
+$2.96M

Top Sells

1
+$8.16M
2
+$4.79M
3
+$3.94M
4
MTG icon
MGIC Investment
MTG
+$2.6M
5
HRB icon
H&R Block
HRB
+$2.58M

Sector Composition

1 Technology 7.63%
2 Consumer Discretionary 4.86%
3 Financials 3.51%
4 Communication Services 2.6%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUST icon
251
Columbia Multi-Sector Municipal Income ETF
MUST
$601M
$307K 0.04%
14,968
+76
WPM icon
252
Wheaton Precious Metals
WPM
$58.3B
$294K 0.04%
2,243
HR icon
253
Healthcare Realty
HR
$7.11B
$282K 0.04%
16,575
+204
LQD icon
254
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$260K 0.03%
2,389
-404
VMBS icon
255
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$258K 0.03%
5,495
-490
VYMI icon
256
Vanguard International High Dividend Yield ETF
VYMI
$19.8B
$254K 0.03%
2,693
-78
RTX icon
257
RTX Corp
RTX
$251B
$246K 0.03%
1,274
+30
BIV icon
258
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$245K 0.03%
3,171
-284
BLV icon
259
Vanguard Long-Term Bond ETF
BLV
$5.86B
$238K 0.03%
3,463
-299
FBTC icon
260
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.2B
$226K 0.03%
3,821
+394
PG icon
261
Procter & Gamble
PG
$355B
$221K 0.03%
1,529
-4,794
SCHG icon
262
Schwab US Large-Cap Growth ETF
SCHG
$59.3B
$221K 0.03%
7,588
+5
AGNC icon
263
AGNC Investment
AGNC
$12.1B
$209K 0.03%
20,853
+664
SYSB
264
iShares Systematic Bond ETF
SYSB
$1.14B
$204K 0.03%
+2,297
ABNB icon
265
Airbnb
ABNB
$83.8B
– –
-8,156
AIG icon
266
American International
AIG
$39.9B
– –
-30,090
ALK icon
267
Alaska Air
ALK
$5.47B
– –
-21,985
ALSN icon
268
Allison Transmission
ALSN
$10B
– –
-24,446
APG icon
269
APi Group
APG
$18.4B
– –
-62,535
ATI icon
270
ATI
ATI
$26.8B
– –
-9,495
AVT icon
271
Avnet
AVT
$7.47B
– –
-25,906
BEN icon
272
Franklin Resources
BEN
$17.2B
– –
-32,368
BYD icon
273
Boyd Gaming
BYD
$6.43B
– –
-30,148
CF icon
274
CF Industries
CF
$16.2B
– –
-33,177
CHDN icon
275
Churchill Downs
CHDN
$6.26B
– –
-21,009
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