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
$358M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.1M
3
+$18.3M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$8.58M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$4.01M

Top Sells

1
+$11.4M
2
+$6.11M
3
+$5.88M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5.68M

Sector Composition

1 Financials 13.84%
2 Technology 12.79%
3 Consumer Discretionary 8.71%
4 Industrials 8.53%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$669K 0.19%
+28,445
102
$669K 0.19%
+18,786
103
$669K 0.19%
+11,919
104
$669K 0.19%
+5,843
105
$669K 0.19%
+953
106
$668K 0.19%
+13,068
107
$668K 0.19%
+6,387
108
$665K 0.19%
+12,014
109
$665K 0.19%
+7,478
110
$664K 0.19%
+5,847
111
$664K 0.19%
+7,248
112
$663K 0.19%
+8,502
113
$663K 0.19%
+11,780
114
$662K 0.19%
+1,360
115
$662K 0.19%
+5,049
116
$661K 0.18%
+9,791
117
$661K 0.18%
+3,845
118
$660K 0.18%
+11,378
119
$660K 0.18%
+20,968
120
$660K 0.18%
+3,110
121
$660K 0.18%
15,660
+9,003
122
$659K 0.18%
+25,116
123
$659K 0.18%
+1,454
124
$659K 0.18%
+8,093
125
$658K 0.18%
+5,225
3 4
5
6 7