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
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.3M 0.22%
30,772
+3,985
102
$2.28M 0.22%
28,639
+24,871
103
$2.28M 0.22%
28,495
-384
104
$2.27M 0.22%
81,755
+503
105
$2.25M 0.21%
42,168
+4,910
106
$2.24M 0.21%
122,362
+1,368
107
$2.24M 0.21%
127,455
-23,025
108
$2.24M 0.21%
74,035
-11,578
109
$2.23M 0.21%
60,506
+3,447
110
$2.23M 0.21%
53,189
-11,029
111
$2.22M 0.21%
24,277
+117
112
$2.22M 0.21%
74,749
+5,452
113
$2.2M 0.21%
4,846
+1,165
114
$2.2M 0.21%
37,952
-2,855
115
$2.2M 0.21%
230,977
+22,459
116
$2.19M 0.21%
67,210
+2,603
117
$2.19M 0.21%
+7,103
118
$2.19M 0.21%
+40,404
119
$2.18M 0.21%
43,728
+32,563
120
$2.18M 0.21%
+30,789
121
$2.17M 0.21%
44,132
-1,533
122
$2.16M 0.21%
99,661
+850
123
$2.16M 0.21%
65,512
-4,734
124
$2.16M 0.21%
21,081
-115
125
$2.14M 0.2%
28,147
+165
3 4
5
6 7