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
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15M
3
+$10.6M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.26M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.91M

Top Sells

1
+$16.6M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M

Sector Composition

1 Technology 11.12%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 6.62%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.29%
29,564
+144
77
$1.75M 0.29%
55,858
+2,905
78
$1.73M 0.28%
22,187
-719
79
$1.71M 0.28%
73,999
-16,170
80
$1.71M 0.28%
45,976
+7,882
81
$1.69M 0.28%
72,469
+14,627
82
$1.67M 0.27%
62,576
+4,432
83
$1.67M 0.27%
+16,721
84
$1.65M 0.27%
54,708
-2,201
85
$1.65M 0.27%
25,533
+3,476
86
$1.64M 0.27%
26,040
+5,266
87
$1.64M 0.27%
17,641
+1,683
88
$1.63M 0.27%
34,150
+25,870
89
$1.62M 0.27%
55,370
+8,746
90
$1.62M 0.26%
18,417
-13,537
91
$1.61M 0.26%
65,335
+8,066
92
$1.6M 0.26%
35,879
+8,651
93
$1.57M 0.26%
26,960
+6,894
94
$1.5M 0.25%
31,956
+9,543
95
$1.49M 0.24%
37,934
+5,625
96
$1.48M 0.24%
26,416
+6,333
97
$1.47M 0.24%
14,021
+3,059
98
$1.47M 0.24%
3,865
+935
99
$1.43M 0.23%
65,633
+14,471
100
$1.42M 0.23%
14,354
+2,114
2 3
4
5 6