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
$332M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$14M
3
+$5.93M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5.56M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.41M

Top Sells

1
+$2.65M
2
+$2.41M
3
+$2.4M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.18M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$921K

Sector Composition

1 Consumer Discretionary 18.91%
2 Financials 7.66%
3 Industrials 6.75%
4 Technology 5%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.33%
62,833
+39,862
77
$939K 0.28%
6,900
+1,928
78
$683K 0.21%
5,607
-1,386
79
$255K 0.08%
+3,948
80
$247K 0.07%
+4,214
81
$243K 0.07%
+10,467
82
$241K 0.07%
+2,639
83
$237K 0.07%
+5,313
84
$237K 0.07%
+4,359
85
$235K 0.07%
20,680
+10,242
86
$232K 0.07%
+4,687
87
$231K 0.07%
+3,465
88
$230K 0.07%
+8,408
89
$230K 0.07%
+2,018
90
$229K 0.07%
+7,715
91
$229K 0.07%
+4,414
92
$227K 0.07%
+8,937
93
$227K 0.07%
+4,745
94
$225K 0.07%
+2,042
95
$225K 0.07%
+3,956
96
$225K 0.07%
+2,152
97
$224K 0.07%
+3,806
98
$224K 0.07%
+3,599
99
$224K 0.07%
+7,913
100
$223K 0.07%
+1,402
2 3
4
5 6