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
$1.03B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.7M
3
+$6.58M
4
HR icon
Healthcare Realty
HR
+$6.08M
5
HPQ icon
HP
HPQ
+$5.24M

Top Sells

1
+$23.6M
2
+$14.6M
3
+$11.7M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$8.31M
5
VST icon
Vistra
VST
+$7.07M

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.49%
3 Financials 6.39%
4 Healthcare 4.51%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.13M 0.5%
17,107
+12,697
27
$5.12M 0.5%
+36,084
28
$5.12M 0.5%
70,282
+50,751
29
$5.11M 0.5%
141,230
+94,503
30
$5.1M 0.5%
75,653
+48,448
31
$5.1M 0.5%
+170,358
32
$5.08M 0.5%
+218,623
33
$4.49M 0.44%
99,243
+7,248
34
$4.46M 0.43%
93,263
+4,331
35
$4.11M 0.4%
30,588
+7,632
36
$3.98M 0.39%
34,739
-34,250
37
$3.96M 0.39%
25,087
+476
38
$3.95M 0.39%
28,345
-3,987
39
$3.92M 0.38%
111,748
+32,830
40
$3.72M 0.36%
+163,129
41
$3.72M 0.36%
+43,554
42
$3.71M 0.36%
+33,293
43
$3.71M 0.36%
+17,937
44
$3.71M 0.36%
+30,240
45
$3.69M 0.36%
+35,867
46
$3.69M 0.36%
+122,327
47
$3.69M 0.36%
+12,287
48
$3.68M 0.36%
+51,107
49
$3.68M 0.36%
+70,099
50
$3.67M 0.36%
+70,046
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