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
$527M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.8M
3
+$3.82M
4
NUS icon
Nu Skin
NUS
+$3.79M
5
JEF icon
Jefferies Financial Group
JEF
+$3.74M

Top Sells

1
+$75.2M
2
+$43.9M
3
+$17.2M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.22M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.52M

Sector Composition

1 Technology 11.38%
2 Financials 9.57%
3 Consumer Discretionary 7.62%
4 Industrials 6.27%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.73%
31,476
-16,705
27
$3.84M 0.73%
34,662
+25,449
28
$3.84M 0.73%
107,985
+80,029
29
$3.83M 0.73%
16,529
+11,858
30
$3.82M 0.73%
+117,526
31
$3.79M 0.72%
+71,574
32
$3.74M 0.71%
+130,810
33
$3.54M 0.67%
62,780
-19,447
34
$3.37M 0.64%
14,279
+4,004
35
$3.19M 0.61%
+50,142
36
$3.13M 0.59%
120,603
-1,271
37
$3.04M 0.58%
+22,841
38
$3.01M 0.57%
138,029
+5,717
39
$3.01M 0.57%
15,122
+11,580
40
$2.99M 0.57%
+58,507
41
$2.99M 0.57%
+20,876
42
$2.99M 0.57%
+14,770
43
$2.99M 0.57%
+38,284
44
$2.98M 0.57%
+48,867
45
$2.97M 0.56%
+25,831
46
$2.96M 0.56%
+22,831
47
$2.95M 0.56%
+177,045
48
$2.94M 0.56%
48,350
+8,715
49
$2.92M 0.56%
+25,731
50
$2.92M 0.55%
+229,179
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