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
$602M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$22M
3
+$13.7M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1
+$4.28M
2
+$2.38M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
NTAP icon
NetApp
NTAP
+$1.45M

Sector Composition

1 Technology 8.64%
2 Financials 7.66%
3 Industrials 6.89%
4 Consumer Discretionary 6.16%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$932K 0.15%
31,626
+11,287
127
$932K 0.15%
22,732
+6,733
128
$929K 0.15%
12,989
+1,413
129
$917K 0.15%
+2,548
130
$916K 0.15%
30,840
+4,320
131
$913K 0.15%
7,852
-767
132
$909K 0.15%
3,675
-370
133
$908K 0.15%
4,671
-185
134
$904K 0.15%
76,267
+12,859
135
$899K 0.15%
+2,014
136
$898K 0.15%
22,522
+5,588
137
$896K 0.15%
9,213
-1,486
138
$895K 0.15%
29,601
-4,335
139
$895K 0.15%
+15,220
140
$892K 0.15%
23,236
+1,050
141
$889K 0.15%
+5,216
142
$886K 0.15%
+12,177
143
$883K 0.15%
15,156
+4,511
144
$883K 0.15%
37,551
+3,593
145
$879K 0.15%
9,596
+1,214
146
$879K 0.15%
+6,831
147
$879K 0.15%
5,806
-334
148
$878K 0.15%
+7,617
149
$878K 0.15%
74,558
+19,538
150
$876K 0.15%
+8,721
4 5
6
7 8