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
$358M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.1M
3
+$18.3M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$8.58M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$4.01M

Top Sells

1
+$11.4M
2
+$6.11M
3
+$5.88M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5.68M

Sector Composition

1 Financials 13.84%
2 Technology 12.79%
3 Consumer Discretionary 8.71%
4 Industrials 8.53%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.29%
25,554
-416
77
$1.02M 0.29%
20,191
+1,570
78
$1.02M 0.28%
105,970
+34,556
79
$1.02M 0.28%
40,997
+4,619
80
$1.02M 0.28%
91,658
+46,917
81
$1.01M 0.28%
63,372
-1,811
82
$1.01M 0.28%
+58,724
83
$997K 0.28%
8,628
+669
84
$976K 0.27%
48,483
+33,372
85
$789K 0.22%
+701
86
$707K 0.2%
+6,456
87
$686K 0.19%
11,309
-9,313
88
$682K 0.19%
+5,673
89
$680K 0.19%
+2,903
90
$679K 0.19%
+2,354
91
$675K 0.19%
+2,836
92
$674K 0.19%
+26,190
93
$674K 0.19%
+5,252
94
$673K 0.19%
+6,683
95
$673K 0.19%
+2,741
96
$672K 0.19%
+11,817
97
$672K 0.19%
+8,101
98
$671K 0.19%
+11,348
99
$671K 0.19%
+3,025
100
$670K 0.19%
+7,389
2 3
4
5 6