RIM

Redwood Investment Management Portfolio holdings

AUM $923M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$621K 0.06%
+122,270
277
$617K 0.06%
3,521
-284
278
$604K 0.06%
6,023
279
$556K 0.05%
1,308
+66
280
$526K 0.05%
8,742
-3,123
281
$510K 0.05%
1,331
-1,407
282
$481K 0.05%
+2,664
283
$445K 0.04%
+7,737
284
$440K 0.04%
+3,499
285
$425K 0.04%
2,618
-1,667
286
$423K 0.04%
9,276
-1,202
287
$421K 0.04%
1,000
-4,696
288
$407K 0.04%
5,395
-569
289
$407K 0.04%
5,631
-516
290
$407K 0.04%
19,699
+95
291
$403K 0.04%
+798
292
$365K 0.03%
4,323
-4,876
293
$349K 0.03%
2,135
-11,070
294
$344K 0.03%
+529
295
$334K 0.03%
+3,179
296
$324K 0.03%
1,616
-7,040
297
$322K 0.03%
+7,498
298
$321K 0.03%
+9,807
299
$315K 0.03%
31,866
+218
300
$313K 0.03%
+4,625
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