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RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
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
+$39.2M
2
+$33M
3
+$23.3M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$21.8M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$27.1M
2
+$20.3M
3
+$15.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.41M

Sector Composition

1 Consumer Discretionary 11.2%
2 Technology 9.21%
3 Financials 6.98%
4 Energy 6.85%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-22,621
352
– –
-66,089
353
– –
-20,129
354
– –
-38,450
355
– –
-3,506
356
– –
-5,707
357
– –
-7,307
358
– –
-46,099
359
– –
-27,221
360
– –
-49,618
361
– –
-18,846
362
– –
-9,846
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