RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$12.4M
3
+$12.3M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$5.88M
5
LUV icon
Southwest Airlines
LUV
+$4.43M

Top Sells

1
+$29.3M
2
+$20.8M
3
+$18.5M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$15.6M
5
AAPL icon
Apple
AAPL
+$15.5M

Sector Composition

1 Consumer Discretionary 7.91%
2 Technology 6.05%
3 Industrials 6%
4 Healthcare 5.16%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$484K 0.04%
14,916
-2,541
277
$483K 0.04%
11,546
-2,064
278
$478K 0.04%
46,955
+23,768
279
$470K 0.04%
16,861
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280
$465K 0.04%
+2,982
281
$465K 0.04%
795
-3,224
282
$451K 0.04%
3,773
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283
$450K 0.04%
12,226
-1,762
284
$449K 0.04%
19,383
-580
285
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10,858
+2,269
286
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2,150
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287
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288
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3,531
-10,364
289
$390K 0.03%
8,263
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290
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291
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293
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753
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294
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295
$342K 0.03%
32,701
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296
$332K 0.03%
7,007
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297
$329K 0.03%
9,757
-37
298
$308K 0.03%
14,824
-5,029
299
$295K 0.03%
+3,542
300
$295K 0.03%
2,301
-13
10 11
12
13 14