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
$332M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$14M
3
+$5.93M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5.56M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.41M

Top Sells

1
+$2.65M
2
+$2.41M
3
+$2.4M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.18M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$921K

Sector Composition

1 Consumer Discretionary 18.91%
2 Financials 7.66%
3 Industrials 6.75%
4 Technology 5%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 1.37%
390,754
+24,328
27
$4.55M 1.37%
73,149
-80
28
$4.55M 1.37%
118,121
+30,447
29
$4.55M 1.37%
27,101
+3,214
30
$4.54M 1.37%
87,951
-4,335
31
$4.54M 1.37%
112,786
-16,506
32
$4.53M 1.36%
105,723
+10,153
33
$4.53M 1.36%
43,399
+192
34
$4.53M 1.36%
59,336
-7,025
35
$4.5M 1.35%
53,709
-2,496
36
$4.09M 1.23%
38,015
-22,412
37
$4.03M 1.21%
37,591
-22,376
38
$2.76M 0.83%
23,181
+11,730
39
$2.73M 0.82%
74,696
+37,879
40
$2.71M 0.82%
35,260
+17,845
41
$2.7M 0.81%
18,348
+9,293
42
$2.61M 0.79%
+92,685
43
$2.03M 0.61%
37,810
-22,008
44
$1.35M 0.4%
+12,314
45
$1.28M 0.39%
+38,310
46
$1.13M 0.34%
32,252
+21,853
47
$1.12M 0.34%
6,577
+4,328
48
$1.11M 0.33%
20,822
+12,506
49
$1.11M 0.33%
39,268
+23,611
50
$1.11M 0.33%
52,975
+32,361
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