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
$358M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.1M
3
+$18.3M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$8.58M
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$4.01M

Top Sells

1
+$11.4M
2
+$6.11M
3
+$5.88M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$5.68M

Sector Composition

1 Financials 13.84%
2 Technology 12.79%
3 Consumer Discretionary 8.71%
4 Industrials 8.53%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$658K 0.18%
+10,727
127
$658K 0.18%
15,726
+7,934
128
$658K 0.18%
+13,044
129
$658K 0.18%
+7,486
130
$658K 0.18%
+5,022
131
$658K 0.18%
+5,225
132
$657K 0.18%
+16,475
133
$657K 0.18%
+12,612
134
$657K 0.18%
+21,261
135
$656K 0.18%
+6,044
136
$656K 0.18%
+4,631
137
$656K 0.18%
+4,966
138
$656K 0.18%
+4,439
139
$656K 0.18%
+7,944
140
$655K 0.18%
+10,484
141
$653K 0.18%
+16,417
142
$653K 0.18%
+32,904
143
$652K 0.18%
+9,290
144
$652K 0.18%
+12,354
145
$652K 0.18%
+28,941
146
$651K 0.18%
7,927
-4,236
147
$651K 0.18%
+7,799
148
$651K 0.18%
+6,900
149
$651K 0.18%
+10,362
150
$650K 0.18%
+11,547
4 5
6
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