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
$602M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$22M
3
+$13.7M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1
+$4.28M
2
+$2.38M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
NTAP icon
NetApp
NTAP
+$1.45M

Sector Composition

1 Technology 8.64%
2 Financials 7.66%
3 Industrials 6.89%
4 Consumer Discretionary 6.16%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.17%
13,361
+10,584
102
$1.04M 0.17%
12,530
+3,259
103
$1.03M 0.17%
17,528
+2,891
104
$1.03M 0.17%
9,582
+1,307
105
$1.02M 0.17%
46,807
-22,164
106
$1.01M 0.17%
+1,406
107
$1.01M 0.17%
39,350
+1,620
108
$988K 0.16%
8,412
-924
109
$982K 0.16%
26,679
+3,431
110
$981K 0.16%
6,922
-415
111
$979K 0.16%
+18,080
112
$979K 0.16%
9,396
-78
113
$974K 0.16%
13,526
-5,081
114
$971K 0.16%
31,710
+10,163
115
$959K 0.16%
13,739
-5,532
116
$957K 0.16%
5,833
-823
117
$953K 0.16%
4,109
-795
118
$950K 0.16%
+4,565
119
$949K 0.16%
+27,956
120
$948K 0.16%
+10,695
121
$945K 0.16%
+14,492
122
$936K 0.16%
27,014
+8,154
123
$936K 0.16%
+5,629
124
$935K 0.16%
12,134
-275
125
$934K 0.16%
6,388
+1,171
3 4
5
6 7