RIM
Redwood Investment Management Portfolio holdings
AUM
$943M
This Quarter Return
-0.75%
1 Year Return
+12.31%
3 Year Return
+50.35%
5 Year Return
+93.11%
10 Year Return
–
AUM
$701M
AUM Growth
+$701M
(+15%)
Cap. Flow
+$99.1M
Cap. Flow
% of AUM
14.15%
Top 10 Holdings %
Top 10 Hldgs %
33.57%
Holding
320
New
70
Increased
141
Reduced
34
Closed
58
Top Buys
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$16.9M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$6.76M |
| 3 |
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
|
$2.45M |
| 4 |
Robert Half
RHI
|
$2.27M |
| 5 |
Kroger
KR
|
$2.2M |
Top Sells
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$2.88M |
| 2 |
NAV
Navistar International
NAV
|
$1.79M |
| 3 |
KKR & Co
KKR
|
$1.75M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.42M |
| 5 |
MSCI
MSCI
|
$1.32M |
Sector Composition
| 1 | Financials | 12.96% |
| 2 | Technology | 10.65% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Industrials | 6.13% |
| 5 | Healthcare | 6.02% |
