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RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.06M
3
+$3.92M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.54M
5
CORO
iShares International Country Rotation Active ETF
CORO
+$2.96M

Top Sells

1
+$8.16M
2
+$4.79M
3
+$3.94M
4
MTG icon
MGIC Investment
MTG
+$2.6M
5
HRB icon
H&R Block
HRB
+$2.58M

Sector Composition

1 Technology 7.63%
2 Consumer Discretionary 4.86%
3 Financials 3.51%
4 Communication Services 2.6%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AFL icon
126
Aflac
AFL
$59.8B
$1.05M 0.13%
9,550
-407
VIRT icon
127
Virtu Financial
VIRT
$5.11B
$1.05M 0.13%
+23,836
ATR icon
128
AptarGroup
ATR
$7.7B
$1.05M 0.13%
+8,305
COKE icon
129
Coca-Cola Consolidated
COKE
$12.4B
$1.05M 0.13%
5,459
-1,644
MO icon
130
Altria Group
MO
$117B
$1.05M 0.13%
15,871
-1,110
FOXA icon
131
Fox Class A
FOXA
$22B
$1.05M 0.13%
+17,917
RVTY icon
132
Revvity
RVTY
$11.3B
$1.05M 0.13%
11,942
+624
GM icon
133
General Motors
GM
$74.4B
$1.04M 0.13%
+14,027
J icon
134
Jacobs Solutions
J
$14.7B
$1.04M 0.13%
+8,213
TDC icon
135
Teradata
TDC
$3.09B
$1.04M 0.13%
+40,760
WST icon
136
West Pharmaceutical
WST
$23.3B
$1.04M 0.13%
+4,168
PFG icon
137
Principal Financial Group
PFG
$24B
$1.04M 0.13%
11,590
-803
SLGN icon
138
Silgan Holdings
SLGN
$4.4B
$1.04M 0.13%
+26,909
VLO icon
139
Valero Energy
VLO
$72.5B
$1.04M 0.13%
4,227
-2,636
CHD icon
140
Church & Dwight Co
CHD
$23.3B
$1.04M 0.13%
+11,175
BALL icon
141
Ball Corp
BALL
$15.5B
$1.04M 0.13%
+17,648
ACM icon
142
Aecom
ACM
$9.13B
$1.04M 0.13%
+12,283
ADT icon
143
ADT
ADT
$5.11B
$1.04M 0.13%
+158,608
HIG icon
144
Hartford Financial Services
HIG
$35.9B
$1.04M 0.13%
7,704
-252
NVR icon
145
NVR
NVR
$17.4B
$1.04M 0.13%
158
+8
EXEL icon
146
Exelixis
EXEL
$13.1B
$1.04M 0.13%
24,243
-845
LAD icon
147
Lithia Motors
LAD
$7.01B
$1.04M 0.13%
4,164
+860
MSCI icon
148
MSCI
MSCI
$44.3B
$1.04M 0.13%
1,930
+33
RS icon
149
Reliance Steel & Aluminium
RS
$21.1B
$1.04M 0.13%
+3,418
TRV icon
150
Travelers Companies
TRV
$65.4B
$1.04M 0.13%
3,561
-222
4 5
6
7 8