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
$234M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.68M
3
+$5.71M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$5.67M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$5.67M

Top Sells

1
+$45.9M
2
+$20.1M
3
+$1.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$849K
5
ESI icon
Element Solutions
ESI
+$739K

Sector Composition

1 Technology 13.96%
2 Financials 11.56%
3 Industrials 7.58%
4 Consumer Discretionary 7.27%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.54%
26,569
+7,784
52
$1.25M 0.53%
81,559
+42,204
53
$1.24M 0.53%
20,622
+15,625
54
$1.24M 0.53%
52,339
+21,376
55
$1.07M 0.46%
+29,995
56
$1.05M 0.45%
9,911
+920
57
$1.01M 0.43%
33,404
+25,866
58
$1.01M 0.43%
+7,959
59
$997K 0.43%
7,142
+1,095
60
$992K 0.42%
30,874
+4,477
61
$992K 0.42%
69,800
-13,650
62
$991K 0.42%
100,016
+12,974
63
$991K 0.42%
44,741
+18,119
64
$991K 0.42%
+114,049
65
$990K 0.42%
25,970
+4,087
66
$990K 0.42%
45,556
+10,196
67
$989K 0.42%
12,163
+1,167
68
$989K 0.42%
30,615
+2,722
69
$988K 0.42%
32,350
+6,587
70
$988K 0.42%
76,238
+28,432
71
$988K 0.42%
71,414
+2,819
72
$988K 0.42%
42,064
+4,969
73
$987K 0.42%
42,951
+4,548
74
$987K 0.42%
18,621
+3,395
75
$987K 0.42%
62,748
+16,391
1 2
3
4 5