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
$1.13B
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$12.9M
3
+$12.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$6.23M
5
LUV icon
Southwest Airlines
LUV
+$4.73M

Top Sells

1
+$29.3M
2
+$20.8M
3
+$18.5M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$16.2M
5
AAPL icon
Apple
AAPL
+$16.1M

Sector Composition

1 Consumer Discretionary 7.91%
2 Technology 6.05%
3 Industrials 6%
4 Healthcare 5.16%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.14M 0.37%
567,172
-239,906
52
$4.09M 0.36%
24,611
-6,771
53
$4.08M 0.36%
125,813
+15,342
54
$4.05M 0.36%
9,411
-23,546
55
$3.8M 0.34%
460,417
+31,976
56
$3.67M 0.33%
35,746
-2,152
57
$3.66M 0.33%
120,727
-16,338
58
$3.57M 0.32%
78,918
-11,702
59
$3.42M 0.3%
532,915
+37,147
60
$3.02M 0.27%
31,528
-2,634
61
$3.01M 0.27%
15,574
62
$2.97M 0.26%
196,830
-47,461
63
$2.9M 0.26%
5,061
+1,781
64
$2.86M 0.25%
162,174
-34,965
65
$2.85M 0.25%
120,024
+7,628
66
$2.85M 0.25%
17,260
-49,716
67
$2.83M 0.25%
37,954
-3,184
68
$2.81M 0.25%
39,453
-2,424
69
$2.81M 0.25%
36,153
-11,821
70
$2.81M 0.25%
73,369
-14,007
71
$2.81M 0.25%
24,990
+18,966
72
$2.79M 0.25%
505,299
+6,176
73
$2.79M 0.25%
56,396
+4,643
74
$2.79M 0.25%
66,441
-14,888
75
$2.79M 0.25%
+73,757
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3
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