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
$527M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.8M
3
+$3.82M
4
NUS icon
Nu Skin
NUS
+$3.79M
5
JEF icon
Jefferies Financial Group
JEF
+$3.74M

Top Sells

1
+$75.2M
2
+$43.9M
3
+$17.2M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.22M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.52M

Sector Composition

1 Technology 11.38%
2 Financials 9.57%
3 Consumer Discretionary 7.62%
4 Industrials 6.27%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.22%
20,083
+2,555
102
$1.16M 0.22%
20,774
-4,653
103
$1.16M 0.22%
7,600
+3,025
104
$1.15M 0.22%
+10,962
105
$1.13M 0.21%
8,848
+1,691
106
$1.1M 0.21%
6,860
+472
107
$1.1M 0.21%
18,056
+2,551
108
$1.09M 0.21%
19,916
-2,606
109
$1.09M 0.21%
12,240
-290
110
$1.08M 0.21%
13,999
+1,010
111
$1.07M 0.2%
64,143
+3,712
112
$1.07M 0.2%
2,891
+1,008
113
$1.06M 0.2%
5,862
+12
114
$1.06M 0.2%
+13,979
115
$1.06M 0.2%
14,369
+1,008
116
$1.06M 0.2%
4,995
-12,482
117
$1.06M 0.2%
36,149
-1,402
118
$1.05M 0.2%
20,743
-2,493
119
$1.04M 0.2%
+13,974
120
$1.04M 0.2%
53,007
-52,920
121
$1.03M 0.2%
15,980
+824
122
$1.02M 0.19%
3,479
+287
123
$1.02M 0.19%
8,836
+115
124
$1.02M 0.19%
76,303
-4,037
125
$1.02M 0.19%
+40,488
3 4
5
6 7