RIM

Redwood Investment Management Portfolio holdings

AUM $923M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
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
+$55.7M
2
+$14M
3
+$5.93M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$5.56M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.41M

Top Sells

1
+$2.65M
2
+$2.41M
3
+$2.4M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.18M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$921K

Sector Composition

1 Consumer Discretionary 18.91%
2 Financials 7.66%
3 Industrials 6.75%
4 Technology 5%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
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