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
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15M
3
+$10.6M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.26M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.91M

Top Sells

1
+$16.6M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M

Sector Composition

1 Technology 11.12%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 6.62%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.5%
61,661
+7,670
52
$2.92M 0.48%
46,043
+10,602
53
$2.88M 0.47%
107,239
+25,816
54
$2.87M 0.47%
104,404
+10,529
55
$2.85M 0.47%
71,016
+19,027
56
$2.47M 0.4%
39,257
-23,523
57
$2.36M 0.39%
19,320
+2,040
58
$2.07M 0.34%
12,040
59
$2.06M 0.34%
43,877
+12,320
60
$1.83M 0.3%
87,640
+7,728
61
$1.82M 0.3%
8,928
62
$1.82M 0.3%
141,355
+9,190
63
$1.81M 0.3%
114,316
-5,784
64
$1.8M 0.29%
27,882
+3,584
65
$1.8M 0.29%
85,308
+12,948
66
$1.79M 0.29%
20,679
+635
67
$1.79M 0.29%
46,212
-472
68
$1.79M 0.29%
40,185
+7,317
69
$1.78M 0.29%
69,850
+7,010
70
$1.78M 0.29%
133,006
+11,290
71
$1.78M 0.29%
17,079
+389
72
$1.78M 0.29%
18,870
+3,384
73
$1.77M 0.29%
13,129
+3,138
74
$1.77M 0.29%
235,508
+23,618
75
$1.76M 0.29%
81,535
+14,782
1 2
3
4 5