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
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15M
3
+$10.6M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.26M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.91M

Top Sells

1
+$16.6M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M

Sector Composition

1 Technology 11.12%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 6.62%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.29M 0.21%
10,716
+2,690
127
$1.29M 0.21%
8,727
+2,530
128
$1.28M 0.21%
32,739
+9,248
129
$1.28M 0.21%
13,070
+3,648
130
$1.28M 0.21%
7,316
+2,054
131
$1.28M 0.21%
10,058
+2,800
132
$1.27M 0.21%
26,677
+3,809
133
$1.27M 0.21%
22,830
+2,087
134
$1.27M 0.21%
9,718
+1,316
135
$1.26M 0.21%
2,887
+694
136
$1.26M 0.21%
47,350
+5,807
137
$1.25M 0.21%
11,145
+2,050
138
$1.25M 0.21%
20,957
+6,143
139
$1.25M 0.2%
22,942
+6,412
140
$1.25M 0.2%
21,590
+4,735
141
$1.25M 0.2%
45,528
+5,896
142
$1.25M 0.2%
3,291
+400
143
$1.25M 0.2%
4,569
+1,062
144
$1.24M 0.2%
68,223
+4,080
145
$1.24M 0.2%
21,476
+6,220
146
$1.24M 0.2%
+15,115
147
$1.24M 0.2%
4,666
+1,331
148
$1.24M 0.2%
10,651
149
$1.24M 0.2%
6,570
+708
150
$1.24M 0.2%
16,806
+2,827
4 5
6
7 8