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
$755M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$31.7M
3
+$10.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
DINO icon
HF Sinclair
DINO
+$7.78M

Top Sells

1
+$19.8M
2
+$18.6M
3
+$13.4M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$13M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$12.2M

Sector Composition

1 Consumer Discretionary 12.62%
2 Industrials 9.34%
3 Financials 9.11%
4 Technology 8.81%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-44,696
302
– –
-93,180
303
– –
-7,129
9 10 11 12
13