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
$673M
AUM Growth
-$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.1M
3
+$2.99M
4
LKQ icon
LKQ Corp
LKQ
+$2.91M
5
DAN icon
Dana Inc
DAN
+$2.83M

Top Sells

1
+$17.1M
2
+$12.5M
3
+$12.5M
4
AAPL icon
Apple
AAPL
+$6.35M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.51M

Sector Composition

1 Financials 15.88%
2 Consumer Discretionary 12%
3 Technology 11.76%
4 Industrials 5.83%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.2%
+58,297
102
$1.37M 0.2%
+15,270
103
$1.37M 0.2%
+52,501
104
$1.37M 0.2%
+23,832
105
$1.37M 0.2%
4,465
-884
106
$1.37M 0.2%
+20,760
107
$1.36M 0.2%
+8,743
108
$1.36M 0.2%
18,353
+1,026
109
$1.36M 0.2%
3,090
-1,547
110
$1.36M 0.2%
7,237
-1,628
111
$1.36M 0.2%
+26,089
112
$1.36M 0.2%
+15,617
113
$1.36M 0.2%
+6,913
114
$1.36M 0.2%
16,022
-7,517
115
$1.36M 0.2%
36,296
+362
116
$1.36M 0.2%
+12,013
117
$1.36M 0.2%
+20,969
118
$1.36M 0.2%
+3,039
119
$1.36M 0.2%
+31,828
120
$1.36M 0.2%
+58,471
121
$1.36M 0.2%
11,450
+1,052
122
$1.36M 0.2%
15,308
+2,050
123
$1.36M 0.2%
+21,071
124
$1.36M 0.2%
21,616
-1,713
125
$1.36M 0.2%
28,384
+9,115
3 4
5
6 7