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
$350M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$30.4M
3
+$14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.91M

Top Sells

1
+$4.75M
2
+$4.64M
3
+$3.22M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.92M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.46M

Sector Composition

1 Technology 9.82%
2 Consumer Discretionary 7.73%
3 Financials 5.9%
4 Healthcare 5.89%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$893K 0.26%
1,751
+5
77
$884K 0.25%
5,890
+806
78
$883K 0.25%
+21,024
79
$870K 0.25%
+39,926
80
$857K 0.25%
+17,225
81
$856K 0.24%
26,450
-2,760
82
$853K 0.24%
+4,653
83
$853K 0.24%
+7,485
84
$841K 0.24%
16,788
+6,787
85
$840K 0.24%
+17,383
86
$839K 0.24%
+9,603
87
$834K 0.24%
35,895
+786
88
$826K 0.24%
+8,411
89
$826K 0.24%
37,284
+13,718
90
$824K 0.24%
41,574
+13,833
91
$817K 0.23%
4,715
-25
92
$812K 0.23%
1,008
-163
93
$805K 0.23%
10,937
+1,282
94
$802K 0.23%
+22,281
95
$797K 0.23%
+3,169
96
$794K 0.23%
+62,948
97
$791K 0.23%
23,166
+2,269
98
$786K 0.22%
+9,042
99
$778K 0.22%
+4,369
100
$776K 0.22%
8,152
+1,324
2 3
4
5 6