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
$755M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$32.6M
3
+$10.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.5M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$8.02M

Top Sells

1
+$19.2M
2
+$18.6M
3
+$13.6M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$13M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$12M

Sector Composition

1 Consumer Discretionary 12.62%
2 Technology 9.2%
3 Financials 9.11%
4 Industrials 8.95%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.34M 0.58%
41,181
-85,023
52
$3.5M 0.46%
48,421
-109,634
53
$3.37M 0.45%
80,216
-81,852
54
$3.24M 0.43%
9,218
-9,962
55
$3.07M 0.41%
124,949
+76,384
56
$2.97M 0.39%
+217,112
57
$2.96M 0.39%
66,100
+4,346
58
$2.95M 0.39%
291,087
+30,057
59
$2.93M 0.39%
55,519
+6,010
60
$2.92M 0.39%
+69,163
61
$2.91M 0.39%
199,419
+5,332
62
$2.91M 0.39%
234,859
-10,387
63
$2.91M 0.39%
89,635
+1,526
64
$2.91M 0.39%
39,924
-9,039
65
$2.91M 0.39%
183,689
+52,183
66
$2.9M 0.38%
219,172
+1,546
67
$2.9M 0.38%
28,945
-1,840
68
$2.9M 0.38%
461,645
+101,600
69
$2.9M 0.38%
+128,566
70
$2.9M 0.38%
34,094
-2,930
71
$2.9M 0.38%
58,649
-2,332
72
$2.9M 0.38%
160,913
-24,758
73
$2.89M 0.38%
194,450
+45,067
74
$2.89M 0.38%
122,797
-1,216
75
$2.89M 0.38%
44,651
-3,400
1 2
3
4 5