RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$14M
3
+$5.98M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$5.61M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.4M

Top Sells

1
+$2.65M
2
+$2.44M
3
+$2.4M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.19M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$921K

Sector Composition

1 Consumer Discretionary 18.91%
2 Financials 7.66%
3 Industrials 7.08%
4 Technology 4.67%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
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