RIM
Redwood Investment Management Portfolio holdings
AUM
$943M
This Quarter Return
+6.81%
1 Year Return
+12.31%
3 Year Return
+50.35%
5 Year Return
+93.11%
10 Year Return
–
AUM
$763M
AUM Growth
+$763M
(+8.9%)
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
4.6%
Top 10 Holdings %
Top 10 Hldgs %
28.35%
Holding
323
New
61
Increased
128
Reduced
55
Closed
78
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$17.2M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$12.5M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.5M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$11.8M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$7.06M |
Top Sells
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$35.4M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$25.7M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$7.02M |
| 4 |
Albertsons Companies
ACI
|
$6.59M |
| 5 |
Keysight
KEYS
|
$6.04M |
Sector Composition
| 1 | Financials | 14.73% |
| 2 | Technology | 12% |
| 3 | Consumer Discretionary | 11.9% |
| 4 | Industrials | 5.8% |
| 5 | Healthcare | 5.63% |
