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
$1.03B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.7M
3
+$6.58M
4
HR icon
Healthcare Realty
HR
+$6.08M
5
HPQ icon
HP
HPQ
+$5.24M

Top Sells

1
+$23.6M
2
+$14.6M
3
+$11.7M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$8.31M
5
VST icon
Vistra
VST
+$7.07M

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.49%
3 Financials 6.39%
4 Healthcare 4.51%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$463K 0.05%
24,683
+5,300
277
$461K 0.04%
8,710
-285
278
$461K 0.04%
69,179
+22,224
279
$458K 0.04%
4,512
-106
280
$386K 0.04%
8,448
-121,528
281
$372K 0.04%
7,419
+2,026
282
$363K 0.04%
8,012
-251
283
$362K 0.04%
3,641
+110
284
$356K 0.03%
4,758
-154
285
$335K 0.03%
4,895
-143
286
$334K 0.03%
3,127
-512
287
$327K 0.03%
3,725
-51,992
288
$322K 0.03%
761
-14,515
289
$322K 0.03%
9,838
+81
290
$314K 0.03%
1,371
-19,384
291
$305K 0.03%
4,653
292
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6,764
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293
$304K 0.03%
14,980
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294
$303K 0.03%
32,938
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295
$298K 0.03%
1,299
-19,266
296
$285K 0.03%
2,236
-65
297
$282K 0.03%
2,837
+243
298
$276K 0.03%
3,626
-67,200
299
$275K 0.03%
39,758
-527,414
300
$274K 0.03%
8,792
-111,935
10 11
12
13 14