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
$358M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.1M
3
+$18.3M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$8.58M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$4.01M

Top Sells

1
+$11.4M
2
+$6.11M
3
+$5.88M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5.68M

Sector Composition

1 Financials 13.84%
2 Technology 12.79%
3 Consumer Discretionary 8.71%
4 Industrials 8.53%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.3%
11,060
+839
52
$1.08M 0.3%
11,494
+1,583
53
$1.04M 0.29%
+95,413
54
$1.04M 0.29%
47,784
+4,833
55
$1.04M 0.29%
62,199
+1,976
56
$1.04M 0.29%
+45,859
57
$1.04M 0.29%
87,809
-26,240
58
$1.04M 0.29%
42,697
-33,541
59
$1.04M 0.29%
20,870
+5,636
60
$1.04M 0.29%
41,014
-1,050
61
$1.03M 0.29%
27,487
-4,863
62
$1.03M 0.29%
+47,179
63
$1.03M 0.29%
29,915
-700
64
$1.03M 0.29%
23,022
+4,436
65
$1.03M 0.29%
70,200
+400
66
$1.03M 0.29%
21,618
+1,136
67
$1.03M 0.29%
13,860
-1,079
68
$1.03M 0.29%
+70,622
69
$1.03M 0.29%
49,552
+3,996
70
$1.03M 0.29%
9,179
+2,037
71
$1.03M 0.29%
52,096
+8,967
72
$1.03M 0.29%
92,111
+8,869
73
$1.03M 0.29%
+28,159
74
$1.03M 0.29%
14,992
+566
75
$1.02M 0.29%
105,425
+5,409
1 2
3
4 5