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
$1.03B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.7M
3
+$6.58M
4
HR icon
Healthcare Realty
HR
+$6.08M
5
HPQ icon
HP
HPQ
+$5.24M

Top Sells

1
+$23.6M
2
+$14.6M
3
+$11.7M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$8.31M
5
VST icon
Vistra
VST
+$7.07M

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.49%
3 Financials 6.39%
4 Healthcare 4.51%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.23%
30,889
-5,264
77
$2.37M 0.23%
59,011
+45,990
78
$2.37M 0.23%
136,656
-4,256
79
$2.37M 0.23%
67,473
+1,032
80
$2.37M 0.23%
135,486
-26,688
81
$2.37M 0.23%
531,628
+26,329
82
$2.37M 0.23%
45,084
+3,567
83
$2.37M 0.23%
55,642
-17,727
84
$2.36M 0.23%
155,043
-41,787
85
$2.35M 0.23%
203,753
-40,501
86
$2.35M 0.23%
126,127
+7,390
87
$2.33M 0.23%
296,607
-236,308
88
$2.27M 0.22%
23,848
+18,773
89
$2.19M 0.21%
15,209
+135
90
$2.16M 0.21%
11,592
-970
91
$2.16M 0.21%
24,766
-25,887
92
$2.13M 0.21%
22,004
+1,409
93
$2.05M 0.2%
89,851
-11,370
94
$2.02M 0.2%
18,938
+1,745
95
$1.99M 0.19%
53,081
-105,832
96
$1.99M 0.19%
72,675
-19,239
97
$1.96M 0.19%
+84,769
98
$1.95M 0.19%
13,898
-984
99
$1.94M 0.19%
21,513
-161,116
100
$1.94M 0.19%
31,463
-1,792
2 3
4
5 6