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
$527M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.8M
3
+$3.82M
4
NUS icon
Nu Skin
NUS
+$3.79M
5
JEF icon
Jefferies Financial Group
JEF
+$3.74M

Top Sells

1
+$75.2M
2
+$43.9M
3
+$17.2M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.22M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.52M

Sector Composition

1 Technology 11.38%
2 Financials 9.57%
3 Consumer Discretionary 7.62%
4 Industrials 6.27%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.28%
38,094
+2,511
77
$1.45M 0.28%
56,909
-592
78
$1.45M 0.27%
49,835
-1,618
79
$1.45M 0.27%
15,958
-670
80
$1.45M 0.27%
32,868
+6,215
81
$1.45M 0.27%
31,557
+9,447
82
$1.44M 0.27%
15,486
+782
83
$1.44M 0.27%
62,840
-106
84
$1.44M 0.27%
20,044
-903
85
$1.44M 0.27%
46,684
+6,479
86
$1.44M 0.27%
57,269
-14,927
87
$1.44M 0.27%
79,912
-27,111
88
$1.44M 0.27%
133,877
+28,051
89
$1.43M 0.27%
22,057
+1,453
90
$1.43M 0.27%
29,420
-953
91
$1.42M 0.27%
+27,228
92
$1.42M 0.27%
57,842
+7,610
93
$1.41M 0.27%
211,890
-64,249
94
$1.41M 0.27%
52,953
-23,516
95
$1.35M 0.26%
9,991
+5,898
96
$1.23M 0.23%
+15,347
97
$1.19M 0.23%
+10,651
98
$1.17M 0.22%
22,868
+136
99
$1.17M 0.22%
32,309
+5,630
100
$1.17M 0.22%
51,162
+4,355
2 3
4
5 6