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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.37M 0.46%
24,612
-227
52
$5.23M 0.45%
44,502
-12,556
53
$5.17M 0.45%
42,187
-321
54
$5.13M 0.44%
69,243
-314
55
$4.95M 0.43%
+175,000
56
$4.89M 0.42%
24,855
-251
57
$4.74M 0.41%
113,848
-644
58
$4.51M 0.39%
+194,134
59
$4.5M 0.39%
+180,300
60
$4.28M 0.37%
4,943
+98
61
$4.2M 0.36%
90,620
-415
62
$3.66M 0.32%
108,329
-2,727
63
$3.58M 0.31%
13,793
-134
64
$3.53M 0.31%
7,202
+3,436
65
$3.46M 0.3%
137,065
-263
66
$3.41M 0.3%
37,898
+14,016
67
$3.38M 0.29%
110,471
+44,883
68
$3.35M 0.29%
464,215
+51,617
69
$3.31M 0.29%
182,764
-30,769
70
$3.16M 0.27%
34,162
+29,839
71
$3.12M 0.27%
81,329
-2,133
72
$3.1M 0.27%
+244,291
73
$3.07M 0.27%
15,657
+658
74
$3.06M 0.26%
124,570
+42,391
75
$3.06M 0.26%
67,611
+2,017
1 2
3
4 5