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
$755M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$32.6M
3
+$10.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.5M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$8.02M

Top Sells

1
+$19.2M
2
+$18.6M
3
+$13.6M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$13M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$12M

Sector Composition

1 Consumer Discretionary 12.62%
2 Technology 9.2%
3 Financials 9.11%
4 Industrials 8.95%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.88M 0.38%
190,474
-30,029
77
$2.88M 0.38%
46,521
+9,884
78
$2.87M 0.38%
249,066
+4,463
79
$2.87M 0.38%
+34,914
80
$2.86M 0.38%
34,771
-1,439
81
$2.83M 0.37%
697,486
-66,223
82
$2.63M 0.35%
14,629
-14,920
83
$2.37M 0.31%
28,156
-12,541
84
$2.23M 0.3%
13,780
+9,116
85
$2.19M 0.29%
24,841
-2,955
86
$2.14M 0.28%
+16,930
87
$2.1M 0.28%
+19,021
88
$2.02M 0.27%
20,804
-40,333
89
$2.01M 0.27%
+72,023
90
$1.98M 0.26%
+19,599
91
$1.94M 0.26%
+22,616
92
$1.92M 0.25%
+26,918
93
$1.91M 0.25%
+10,652
94
$1.89M 0.25%
+46,426
95
$1.89M 0.25%
+23,107
96
$1.88M 0.25%
+18,228
97
$1.87M 0.25%
127,870
+12,550
98
$1.86M 0.25%
+40,733
99
$1.86M 0.25%
+13,680
100
$1.85M 0.25%
+39,267
2 3
4
5 6