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
$1.14B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$31.6M
3
+$22.3M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$21.3M
5
AAPL icon
Apple
AAPL
+$11.1M

Top Sells

1
+$26.1M
2
+$19.3M
3
+$14.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.68M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.41M

Sector Composition

1 Consumer Discretionary 11.2%
2 Technology 9.49%
3 Financials 6.98%
4 Energy 6.85%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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353
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354
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-66,089
355
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-20,129
356
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-3,506
357
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-5,707
358
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-7,307
359
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-9,039
360
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-4,002
361
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-114,423
362
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-46,099
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