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
$673M
AUM Growth
-$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.1M
3
+$2.99M
4
LKQ icon
LKQ Corp
LKQ
+$2.91M
5
DAN icon
Dana Inc
DAN
+$2.83M

Top Sells

1
+$17.1M
2
+$12.5M
3
+$12.5M
4
AAPL icon
Apple
AAPL
+$6.35M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.51M

Sector Composition

1 Financials 15.88%
2 Consumer Discretionary 12%
3 Technology 11.76%
4 Industrials 5.83%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36M 0.2%
+7,424
127
$1.36M 0.2%
3,841
-935
128
$1.36M 0.2%
2,464
+483
129
$1.36M 0.2%
20,682
-393
130
$1.36M 0.2%
19,297
-2,078
131
$1.35M 0.2%
+9,027
132
$1.35M 0.2%
+36,022
133
$1.35M 0.2%
+12,095
134
$1.35M 0.2%
+27,487
135
$1.35M 0.2%
18,860
-447
136
$1.35M 0.2%
18,442
+73
137
$1.35M 0.2%
13,524
+1,726
138
$1.35M 0.2%
+14,782
139
$1.35M 0.2%
16,216
-5,437
140
$1.35M 0.2%
+21,165
141
$1.35M 0.2%
10,534
+2,503
142
$1.35M 0.2%
7,372
-824
143
$1.35M 0.2%
+42,929
144
$1.35M 0.2%
+5,641
145
$1.35M 0.2%
+15,936
146
$1.35M 0.2%
5,957
+1,054
147
$1.35M 0.2%
13,482
-4,989
148
$1.35M 0.2%
+14,976
149
$1.34M 0.2%
20,814
+5,215
150
$1.34M 0.2%
+4,476
4 5
6
7 8