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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$357K 0.03%
4,766
-629
302
$351K 0.03%
4,991
-640
303
$348K 0.03%
+12,081
304
$319K 0.03%
9,794
-13
305
$317K 0.03%
+2,825
306
$314K 0.03%
4,718
+910
307
$310K 0.03%
32,475
+609
308
$294K 0.03%
+23,187
309
$290K 0.03%
373
+40
310
$287K 0.02%
+6,352
311
$279K 0.02%
+1,062
312
$274K 0.02%
2,669
-510
313
$274K 0.02%
2,314
-4
314
$268K 0.02%
8,940
+1,290
315
$266K 0.02%
+5,025
316
$260K 0.02%
3,945
+584
317
$242K 0.02%
+1,318
318
$238K 0.02%
1,481
-53
319
$226K 0.02%
1,892
-6,134
320
$221K 0.02%
5,238
-9
321
$220K 0.02%
+2,488
322
$215K 0.02%
+1,303
323
$214K 0.02%
5,240
-31
324
$214K 0.02%
+296
325
$212K 0.02%
+473
11 12
13
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