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
$234M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.68M
3
+$5.71M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$5.67M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$5.67M

Top Sells

1
+$45.9M
2
+$20.1M
3
+$1.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$849K
5
ESI icon
Element Solutions
ESI
+$739K

Sector Composition

1 Technology 13.96%
2 Financials 11.56%
3 Industrials 7.58%
4 Consumer Discretionary 7.27%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$300K 0.13%
+5,218
102
$295K 0.13%
+4,223
103
$293K 0.13%
+10,209
104
$288K 0.12%
+7,792
105
$287K 0.12%
+5,163
106
$285K 0.12%
+24,803
107
$285K 0.12%
+15,424
108
$285K 0.12%
+10,821
109
$284K 0.12%
+5,493
110
$283K 0.12%
+3,688
111
$283K 0.12%
+2,847
112
$280K 0.12%
+1,775
113
$280K 0.12%
+2,073
114
$280K 0.12%
+5,190
115
$279K 0.12%
+15,111
116
$278K 0.12%
+4,485
117
$278K 0.12%
+3,143
118
$276K 0.12%
+11,672
119
$275K 0.12%
+3,417
120
$275K 0.12%
+6,284
121
$275K 0.12%
+7,163
122
$274K 0.12%
+3,044
123
$274K 0.12%
+31,254
124
$274K 0.12%
+4,144
125
$272K 0.12%
+4,187
3 4
5
6 7