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
$234M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.68M
3
+$5.71M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$5.67M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$5.67M

Top Sells

1
+$45.9M
2
+$20.1M
3
+$1.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$849K
5
ESI icon
Element Solutions
ESI
+$739K

Sector Composition

1 Technology 13.96%
2 Financials 11.56%
3 Industrials 7.58%
4 Consumer Discretionary 7.27%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.17%
+177,663
27
$2.74M 1.17%
+35,522
28
$2.74M 1.17%
+61,670
29
$2.74M 1.17%
+44,036
30
$2.74M 1.17%
+29,939
31
$2.74M 1.17%
+33,119
32
$2.74M 1.17%
+15,609
33
$2.74M 1.17%
+57,103
34
$2.74M 1.17%
+132,337
35
$2.74M 1.17%
+14,400
36
$2.74M 1.17%
+26,956
37
$2.74M 1.17%
+27,409
38
$2.73M 1.17%
+82,534
39
$2.73M 1.17%
+140,771
40
$2.73M 1.17%
+38,426
41
$2.73M 1.17%
+36,776
42
$2.73M 1.17%
+43,219
43
$2.73M 1.17%
+152,590
44
$2.73M 1.17%
+85,642
45
$2.72M 1.16%
+64,004
46
$2.18M 0.93%
+51,133
47
$1.96M 0.84%
+15,425
48
$1.46M 0.62%
+39,109
49
$1.35M 0.58%
38,345
-2,355
50
$1.34M 0.57%
22,466
+15,537
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