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
$1.03B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.7M
3
+$6.58M
4
HR icon
Healthcare Realty
HR
+$6.08M
5
HPQ icon
HP
HPQ
+$5.24M

Top Sells

1
+$23.6M
2
+$14.6M
3
+$11.7M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$8.31M
5
VST icon
Vistra
VST
+$7.07M

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.49%
3 Financials 6.39%
4 Healthcare 4.51%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.19%
154,998
-7,902
102
$1.93M 0.19%
21,751
+4,024
103
$1.93M 0.19%
69,488
+6,959
104
$1.92M 0.19%
22,385
+2,736
105
$1.92M 0.19%
35,880
+4,123
106
$1.9M 0.19%
6,399
-110
107
$1.89M 0.18%
9,588
+6,606
108
$1.89M 0.18%
+146,483
109
$1.88M 0.18%
10,100
+6,564
110
$1.88M 0.18%
46,923
-1,147
111
$1.88M 0.18%
34,839
-6,120
112
$1.87M 0.18%
20,761
+2,275
113
$1.87M 0.18%
13,567
-51,310
114
$1.86M 0.18%
34,601
-560
115
$1.86M 0.18%
91,675
+3,742
116
$1.84M 0.18%
15,327
-603
117
$1.84M 0.18%
59,901
+3,823
118
$1.83M 0.18%
23,347
-59,734
119
$1.82M 0.18%
12,603
-1,234
120
$1.82M 0.18%
+9,637
121
$1.82M 0.18%
89,643
-6,251
122
$1.81M 0.18%
+26,116
123
$1.79M 0.17%
17,835
-3,375
124
$1.79M 0.17%
3,053
-1,632
125
$1.78M 0.17%
+44,880
3 4
5
6 7