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
$527M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.8M
3
+$3.82M
4
NUS icon
Nu Skin
NUS
+$3.79M
5
JEF icon
Jefferies Financial Group
JEF
+$3.74M

Top Sells

1
+$75.2M
2
+$43.9M
3
+$17.2M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.22M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.52M

Sector Composition

1 Technology 11.38%
2 Financials 9.57%
3 Consumer Discretionary 7.62%
4 Industrials 6.27%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.19%
19,746
+1,861
127
$1.01M 0.19%
22,413
+15,444
128
$1.01M 0.19%
25,236
-1,778
129
$1.01M 0.19%
13,614
+168
130
$1.01M 0.19%
16,962
+2,574
131
$1.01M 0.19%
27,209
-4,417
132
$1.01M 0.19%
34,906
+5,223
133
$1.01M 0.19%
11,038
+3
134
$1M 0.19%
+39,632
135
$1M 0.19%
2,695
+1,923
136
$994K 0.19%
21,768
+2,080
137
$990K 0.19%
+33,818
138
$989K 0.19%
15,473
-226
139
$988K 0.19%
16,855
+3,186
140
$986K 0.19%
4,561
-390
141
$985K 0.19%
+21,701
142
$984K 0.19%
9,095
-487
143
$984K 0.19%
41,543
+1,851
144
$980K 0.19%
39,756
-31,623
145
$970K 0.18%
83,050
+8,492
146
$969K 0.18%
27,945
-3,765
147
$969K 0.18%
10,076
+758
148
$958K 0.18%
+2,930
149
$956K 0.18%
8,402
-1,657
150
$940K 0.18%
9,037
-30,819
4 5
6
7 8