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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.4M 0.64%
115,694
-47,500
27
$7.36M 0.64%
98,066
-6,250
28
$7.25M 0.63%
311,672
-5,198
29
$7.19M 0.62%
130,705
+24,940
30
$6.99M 0.6%
160,668
-45,565
31
$6.89M 0.6%
177,752
+2,816
32
$6.88M 0.6%
190,072
-1,122
33
$6.86M 0.59%
88,545
+16,681
34
$6.75M 0.58%
151,450
+7,338
35
$6.63M 0.57%
32,395
-792
36
$6.53M 0.56%
122,096
-34,627
37
$6.35M 0.55%
77,412
-1,035
38
$6.24M 0.54%
34,982
+2,787
39
$6.16M 0.53%
41,372
-356
40
$6.09M 0.53%
35,912
+162
41
$6.05M 0.52%
17,384
+3,684
42
$6.01M 0.52%
110,658
-31,457
43
$5.96M 0.52%
27,538
-376
44
$5.88M 0.51%
120,160
-441,851
45
$5.84M 0.51%
139,201
-492
46
$5.84M 0.5%
75,648
-389
47
$5.76M 0.5%
807,078
-4,341
48
$5.63M 0.49%
50,879
-252
49
$5.52M 0.48%
35,033
+188
50
$5.38M 0.47%
31,382
-108
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