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
$133M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$20.1M
3
+$12.4M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$5.59M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.2M

Top Sells

1
+$11.8M
2
+$11.1M
3
+$10.9M
4
PFE icon
Pfizer
PFE
+$5.31M
5
HPQ icon
HP
HPQ
+$5.3M

Sector Composition

1 Industrials 4.92%
2 Technology 3.84%
3 Consumer Discretionary 3.28%
4 Financials 2.19%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$726K 0.55%
38,403
-7,842
27
$725K 0.55%
18,785
-7,311
28
$724K 0.55%
10,996
-1,785
29
$724K 0.55%
6,047
+842
30
$724K 0.55%
12,259
-1,786
31
$724K 0.55%
32,235
-4,024
32
$724K 0.55%
27,893
+2,350
33
$724K 0.55%
8,991
+1,402
34
$724K 0.55%
61,012
-7,780
35
$724K 0.55%
46,357
-11,888
36
$723K 0.55%
33,623
-1,666
37
$723K 0.55%
12,268
-5,614
38
$723K 0.55%
44,684
-6,629
39
$723K 0.55%
87,042
-273
40
$722K 0.54%
21,883
-5,009
41
$722K 0.54%
30,963
-15,470
42
$721K 0.54%
83,450
-24,500
43
$721K 0.54%
9,290
-2,408
44
$720K 0.54%
47,806
+22,789
45
$720K 0.54%
11,496
-1,939
46
$720K 0.54%
5,455
-1,861
47
$716K 0.54%
12,104
-1,999
48
$713K 0.54%
+25,763
49
$635K 0.48%
6,275
-10,965
50
$530K 0.4%
13,913
-28,602
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