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
$350M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$30.4M
3
+$14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.91M

Top Sells

1
+$4.75M
2
+$4.64M
3
+$3.22M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.92M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.46M

Sector Composition

1 Technology 9.82%
2 Consumer Discretionary 7.73%
3 Financials 5.9%
4 Healthcare 5.89%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.29%
82,921
-37,905
52
$1M 0.29%
8,238
+1,926
53
$1M 0.29%
31,819
+290
54
$1M 0.29%
164,752
+2,324
55
$1M 0.29%
53,866
+7,125
56
$1M 0.29%
+43,102
57
$1M 0.29%
142,184
+28,052
58
$999K 0.29%
25,823
+5,439
59
$999K 0.29%
+18,292
60
$999K 0.29%
132,149
-90,191
61
$998K 0.29%
35,401
-13,182
62
$997K 0.29%
71,336
+65
63
$989K 0.28%
56,497
-21,976
64
$989K 0.28%
52,804
+3,871
65
$987K 0.28%
10,824
+1,174
66
$985K 0.28%
19,882
+3,196
67
$984K 0.28%
77,380
-24,852
68
$957K 0.27%
11,320
-1,112
69
$946K 0.27%
+2,257
70
$941K 0.27%
+35,235
71
$933K 0.27%
10,694
+1,038
72
$930K 0.27%
+5,933
73
$919K 0.26%
+4,047
74
$902K 0.26%
6,053
+999
75
$901K 0.26%
3,822
+287
1 2
3
4 5