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
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15M
3
+$10.6M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.26M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.91M

Top Sells

1
+$16.6M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M

Sector Composition

1 Technology 11.12%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 6.62%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.23%
6,472
+1,911
102
$1.39M 0.23%
9,899
+1,051
103
$1.38M 0.23%
8,890
+1,290
104
$1.36M 0.22%
17,437
+3,068
105
$1.35M 0.22%
19,653
+3,673
106
$1.35M 0.22%
22,824
+3,840
107
$1.35M 0.22%
5,578
+816
108
$1.32M 0.22%
2,483
+432
109
$1.32M 0.22%
956
+204
110
$1.32M 0.22%
15,520
+1,521
111
$1.32M 0.22%
18,846
+4,926
112
$1.32M 0.22%
40,729
+7,738
113
$1.32M 0.22%
17,387
+3,776
114
$1.32M 0.22%
1,825
+444
115
$1.31M 0.21%
5,972
+1,739
116
$1.31M 0.21%
7,897
+1,037
117
$1.31M 0.21%
8,860
+2,060
118
$1.31M 0.21%
20,110
+5,620
119
$1.3M 0.21%
6,715
+1,972
120
$1.3M 0.21%
3,567
-1,576
121
$1.3M 0.21%
6,653
+1,916
122
$1.3M 0.21%
34,410
+8,730
123
$1.3M 0.21%
1,984
+561
124
$1.3M 0.21%
4,575
+1,272
125
$1.29M 0.21%
+17,916
3 4
5
6 7