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
251
$875K 0.08%
17,987
-2,167
252
$827K 0.07%
14,255
+148
253
$709K 0.06%
9,250
-1,231
254
$668K 0.06%
1,944
+613
255
$658K 0.06%
+25,296
256
$655K 0.06%
1,293
-15
257
$631K 0.05%
+15,936
258
$617K 0.05%
17,577
-2,559
259
$597K 0.05%
11,139
-1,961
260
$590K 0.05%
6,024
+1
261
$589K 0.05%
+6,063
262
$570K 0.05%
+10,916
263
$566K 0.05%
20,650
-5,532
264
$564K 0.05%
+9,483
265
$556K 0.05%
8,207
-535
266
$555K 0.05%
+19,955
267
$554K 0.05%
+6,424
268
$554K 0.05%
+30,736
269
$554K 0.05%
+17,457
270
$552K 0.05%
+27,011
271
$541K 0.05%
4,146
+647
272
$541K 0.05%
+13,988
273
$539K 0.05%
42,074
+659
274
$539K 0.05%
+38,264
275
$539K 0.05%
+31,786
9 10
11
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