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
$755M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$32.6M
3
+$10.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.5M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$8.02M

Top Sells

1
+$19.2M
2
+$18.6M
3
+$13.6M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$13M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$12M

Sector Composition

1 Consumer Discretionary 12.62%
2 Technology 9.2%
3 Financials 9.11%
4 Industrials 8.95%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.84M 0.24%
+30,073
102
$1.84M 0.24%
+29,022
103
$1.84M 0.24%
+165,404
104
$1.84M 0.24%
+46,631
105
$1.82M 0.24%
+23,402
106
$1.81M 0.24%
+36,000
107
$1.79M 0.24%
+15,278
108
$1.79M 0.24%
+7,403
109
$1.79M 0.24%
+7,840
110
$1.79M 0.24%
+29,327
111
$1.79M 0.24%
+23,509
112
$1.79M 0.24%
+150,053
113
$1.78M 0.24%
+28,023
114
$1.78M 0.24%
+53,502
115
$1.77M 0.24%
+12,550
116
$1.76M 0.23%
+21,248
117
$1.75M 0.23%
+69,861
118
$1.75M 0.23%
+94,901
119
$1.74M 0.23%
+7,631
120
$1.74M 0.23%
+50,141
121
$1.73M 0.23%
+17,286
122
$1.73M 0.23%
+25,617
123
$1.73M 0.23%
+53,992
124
$1.73M 0.23%
+12,241
125
$1.72M 0.23%
+94,887
3 4
5
6 7