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
$527M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.8M
3
+$3.82M
4
NUS icon
Nu Skin
NUS
+$3.79M
5
JEF icon
Jefferies Financial Group
JEF
+$3.74M

Top Sells

1
+$75.2M
2
+$43.9M
3
+$17.2M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.22M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.52M

Sector Composition

1 Technology 11.38%
2 Financials 9.57%
3 Consumer Discretionary 7.62%
4 Industrials 6.27%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.55%
80,667
+58,613
52
$2.88M 0.55%
+151,623
53
$2.73M 0.52%
55,585
+2,679
54
$2.51M 0.48%
93,875
-1,414
55
$2.44M 0.46%
31,954
-1,937
56
$2.3M 0.44%
81,423
+29,554
57
$2.29M 0.43%
53,991
-4,686
58
$2.27M 0.43%
+35,441
59
$2.27M 0.43%
51,989
-361
60
$1.94M 0.37%
+8,928
61
$1.86M 0.35%
12,040
+500
62
$1.83M 0.35%
5,143
+3,923
63
$1.78M 0.34%
17,280
+9,060
64
$1.48M 0.28%
+46,624
65
$1.48M 0.28%
132,165
+33,289
66
$1.48M 0.28%
22,906
-1,833
67
$1.48M 0.28%
16,690
+2,096
68
$1.47M 0.28%
90,169
-34,279
69
$1.46M 0.28%
72,360
-8,852
70
$1.46M 0.28%
120,100
+18,743
71
$1.46M 0.28%
+20,066
72
$1.46M 0.28%
58,144
-13,208
73
$1.46M 0.28%
121,716
+10,063
74
$1.46M 0.28%
24,298
+2,778
75
$1.45M 0.28%
66,753
-17,668
1 2
3
4 5