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
276
$527K 0.05%
3,141
+523
277
$527K 0.05%
25,822
-13,948
278
$523K 0.05%
+23,973
279
$507K 0.04%
8,589
+1,076
280
$506K 0.04%
3,000
-521
281
$505K 0.04%
2,083
-4,685
282
$504K 0.04%
+19,963
283
$503K 0.04%
18,636
-4,867
284
$500K 0.04%
+13,610
285
$493K 0.04%
1,213
+213
286
$488K 0.04%
+9,145
287
$482K 0.04%
39,381
+6,296
288
$476K 0.04%
4,439
-1,909
289
$472K 0.04%
+43,031
290
$461K 0.04%
4,402
-927
291
$441K 0.04%
+12,106
292
$426K 0.04%
3,231
+567
293
$404K 0.03%
19,853
+154
294
$398K 0.03%
+11,199
295
$392K 0.03%
1,939
+323
296
$391K 0.03%
632
+103
297
$378K 0.03%
2,143
+8
298
$372K 0.03%
8,196
-1,080
299
$367K 0.03%
2,031
+353
300
$364K 0.03%
4,662
+37
10 11
12
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