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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.2%
28,143
+16,468
102
$2.24M 0.19%
19,468
+1,637
103
$2.24M 0.19%
428,441
+124,743
104
$2.23M 0.19%
116,571
-10,884
105
$2.21M 0.19%
32,136
+2,876
106
$2.2M 0.19%
175,321
+254
107
$2.18M 0.19%
21,320
-6,970
108
$2.17M 0.19%
21,317
-2,960
109
$2.17M 0.19%
51,019
-8,901
110
$2.15M 0.19%
55,234
-10,278
111
$2.14M 0.18%
46,929
-6,760
112
$2.13M 0.18%
44,844
+1,116
113
$2.12M 0.18%
106,847
-15,515
114
$2.12M 0.18%
20,707
+5,841
115
$2.12M 0.18%
14,690
+9,488
116
$2.11M 0.18%
35,715
+7,076
117
$2.11M 0.18%
25,842
-2,653
118
$2.1M 0.18%
24,923
-714
119
$2.1M 0.18%
34,116
+1,741
120
$2.1M 0.18%
50,797
-2,392
121
$2.09M 0.18%
+82,200
122
$2.09M 0.18%
74,714
-7,041
123
$2.08M 0.18%
13,771
+1,239
124
$2.08M 0.18%
4,019
-39
125
$2.06M 0.18%
194,156
+19,231
3 4
5
6 7