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
$755M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$32.6M
3
+$10.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.5M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$8.02M

Top Sells

1
+$19.2M
2
+$18.6M
3
+$13.6M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$13M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$12M

Sector Composition

1 Consumer Discretionary 12.62%
2 Technology 9.2%
3 Financials 9.11%
4 Industrials 8.95%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.98M 0.93%
+167,892
27
$6.97M 0.92%
54,922
+43,195
28
$6.96M 0.92%
76,043
+63,056
29
$6.95M 0.92%
130,203
+103,600
30
$6.95M 0.92%
81,509
+65,483
31
$6.93M 0.92%
+65,564
32
$6.92M 0.92%
+66,625
33
$6.46M 0.86%
26,958
-7,491
34
$6.2M 0.82%
+62,228
35
$5.59M 0.74%
253,148
-590,302
36
$5.55M 0.74%
+77,814
37
$5.55M 0.74%
+49,239
38
$5.54M 0.73%
+78,498
39
$5.53M 0.73%
151,812
+115,020
40
$5.52M 0.73%
+167,864
41
$5.51M 0.73%
40,971
+30,640
42
$5.51M 0.73%
423,864
+325,335
43
$5.51M 0.73%
200,461
+149,127
44
$5.51M 0.73%
+66,176
45
$5.51M 0.73%
16,438
+15,469
46
$5.5M 0.73%
+224,925
47
$4.76M 0.63%
90,494
+43,020
48
$4.73M 0.63%
361,287
+177,571
49
$4.68M 0.62%
120,418
-349,183
50
$4.35M 0.58%
58,138
+4,528
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