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
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15M
3
+$10.6M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.26M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.91M

Top Sells

1
+$16.6M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M

Sector Composition

1 Technology 11.12%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 6.62%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 0.77%
113,170
27
$4.6M 0.75%
18,864
+3,126
28
$4.44M 0.73%
147,051
+24,872
29
$4.28M 0.7%
129,372
+21,387
30
$4.16M 0.68%
91,367
-87,097
31
$3.8M 0.62%
67,006
-4,568
32
$3.65M 0.6%
27,959
+2,128
33
$3.64M 0.6%
23,586
+745
34
$3.59M 0.59%
28,771
+3,040
35
$3.58M 0.59%
23,183
+2,307
36
$3.58M 0.58%
54,679
+6,329
37
$3.57M 0.58%
66,612
+8,105
38
$3.57M 0.58%
15,698
+576
39
$3.56M 0.58%
151,845
+13,816
40
$3.56M 0.58%
40,029
+1,745
41
$3.55M 0.58%
259,054
+29,875
42
$3.55M 0.58%
44,360
-11,173
43
$3.52M 0.57%
25,911
+3,080
44
$3.51M 0.57%
16,245
+1,475
45
$3.49M 0.57%
91,059
+10,392
46
$3.44M 0.56%
55,476
+6,609
47
$3.4M 0.56%
201,267
+24,222
48
$3.38M 0.55%
171,954
+20,331
49
$3.27M 0.54%
58,292
+8,150
50
$3.2M 0.52%
11,801
-2,478
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