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
$1.13B
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$12.9M
3
+$12.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$6.23M
5
LUV icon
Southwest Airlines
LUV
+$4.73M

Top Sells

1
+$29.3M
2
+$20.8M
3
+$18.5M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$16.2M
5
AAPL icon
Apple
AAPL
+$16.1M

Sector Composition

1 Consumer Discretionary 7.91%
2 Technology 6.05%
3 Industrials 6%
4 Healthcare 5.16%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.12M 0.19%
19,340
-4,250
102
$2.12M 0.19%
34,431
-1,284
103
$2.11M 0.19%
76,855
-541
104
$2.11M 0.19%
39,713
-5,131
105
$2.1M 0.19%
26,023
-8,093
106
$2.09M 0.19%
12,562
-1,209
107
$2.09M 0.19%
28,959
-4,753
108
$2.09M 0.19%
7,593
-6,200
109
$2.08M 0.18%
71,543
-3,171
110
$2.08M 0.18%
24,855
-7,281
111
$2.06M 0.18%
33,255
-4,185
112
$2.04M 0.18%
+50,456
113
$2.03M 0.18%
17,422
-2,434
114
$2.03M 0.18%
62,529
-5,448
115
$2.02M 0.18%
36,739
+1,190
116
$2.02M 0.18%
13,837
-5,479
117
$2.01M 0.18%
35,161
-3,084
118
$2.01M 0.18%
19,649
-5,274
119
$2.01M 0.18%
40,959
-5,091
120
$2M 0.18%
91,914
-14,933
121
$2M 0.18%
+99,356
122
$2M 0.18%
12,856
+493
123
$1.99M 0.18%
31,757
-7,059
124
$1.99M 0.18%
+95,894
125
$1.99M 0.18%
30,125
-2,964
3 4
5
6 7