RIM
Redwood Investment Management Portfolio holdings
AUM
$943M
1-Year Return
12.31%
This Quarter Return
+7.96%
1 Year Return
+12.31%
3 Year Return
+50.35%
5 Year Return
+93.11%
10 Year Return
–
AUM
$943M
AUM Growth
+$20.9M
(+2.3%)
Cap. Flow
-$60.2M
Cap. Flow
% of AUM
-6.38%
Top 10 Holdings %
Top 10 Hldgs %
40.27%
Holding
348
New
62
Increased
91
Reduced
131
Closed
62
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$41.7M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$17.5M |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$12.5M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$12M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$10.2M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$96.4M |
| 2 |
Equitable Holdings
EQH
|
+$24.9M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$7.74M |
| 4 |
NRG Energy
NRG
|
+$5.99M |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$4.6M |
Sector Composition
| 1 | Technology | 8.19% |
| 2 | Consumer Discretionary | 6.84% |
| 3 | Financials | 5.95% |
| 4 | Healthcare | 4.82% |
| 5 | Consumer Staples | 3.4% |
