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
$332M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$14M
3
+$5.93M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5.56M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.41M

Top Sells

1
+$2.65M
2
+$2.41M
3
+$2.4M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.18M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$921K

Sector Composition

1 Consumer Discretionary 18.91%
2 Financials 7.66%
3 Industrials 6.75%
4 Technology 5%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.33%
+43,607
52
$1.11M 0.33%
19,951
+11,495
53
$1.11M 0.33%
9,490
+5,633
54
$1.11M 0.33%
115,177
+70,411
55
$1.11M 0.33%
18,501
+12,828
56
$1.11M 0.33%
45,537
+24,637
57
$1.11M 0.33%
13,269
+8,099
58
$1.1M 0.33%
25,517
+14,222
59
$1.1M 0.33%
170,600
+94,100
60
$1.1M 0.33%
46,913
+30,367
61
$1.1M 0.33%
38,285
+19,252
62
$1.1M 0.33%
9,704
+5,858
63
$1.1M 0.33%
18,351
+10,961
64
$1.1M 0.33%
29,401
+20,096
65
$1.1M 0.33%
56,553
+37,360
66
$1.1M 0.33%
+67,345
67
$1.1M 0.33%
15,482
+8,586
68
$1.1M 0.33%
80,577
+48,346
69
$1.1M 0.33%
24,001
+14,422
70
$1.1M 0.33%
7,680
+4,317
71
$1.1M 0.33%
+12,854
72
$1.1M 0.33%
41,582
+28,007
73
$1.1M 0.33%
16,849
+9,897
74
$1.1M 0.33%
11,225
+6,896
75
$1.09M 0.33%
22,378
+9,202
1 2
3
4 5