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
$1.14B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$31.6M
3
+$22.3M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$21.3M
5
AAPL icon
Apple
AAPL
+$11.1M

Top Sells

1
+$26.1M
2
+$19.3M
3
+$14.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.68M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.41M

Sector Composition

1 Consumer Discretionary 11.2%
2 Technology 9.49%
3 Financials 6.98%
4 Energy 6.85%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$460K 0.04%
+4,486
277
$454K 0.04%
+813
278
$453K 0.04%
+1,217
279
$431K 0.04%
990
-2,729
280
$423K 0.04%
+1,121
281
$423K 0.04%
+9,661
282
$421K 0.04%
+5,816
283
$411K 0.04%
+6,003
284
$411K 0.04%
+3,885
285
$404K 0.04%
+3,851
286
$401K 0.04%
+1,667
287
$391K 0.03%
+5,406
288
$373K 0.03%
+1,074
289
$371K 0.03%
+5,526
290
$369K 0.03%
+3,807
291
$356K 0.03%
+3,447
292
$343K 0.03%
+3,691
293
$342K 0.03%
+3,328
294
$338K 0.03%
+2,427
295
$331K 0.03%
+2,136
296
$325K 0.03%
927
-768
297
$308K 0.03%
+2,872
298
$306K 0.03%
+599
299
$290K 0.03%
+3,160
300
$285K 0.02%
+4,866
10 11
12
13 14