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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.05M 0.18%
38,816
-1,588
127
$2.02M 0.17%
57,707
-16,328
128
$2.02M 0.17%
103,077
-23,149
129
$2.02M 0.17%
+47,203
130
$2.01M 0.17%
+70,312
131
$1.99M 0.17%
203,922
-27,055
132
$1.99M 0.17%
+31,076
133
$1.99M 0.17%
46,050
-13,240
134
$1.99M 0.17%
+16,741
135
$1.98M 0.17%
37,440
-4,728
136
$1.98M 0.17%
20,713
-368
137
$1.98M 0.17%
25,933
-4,839
138
$1.97M 0.17%
33,712
-7,632
139
$1.95M 0.17%
34,465
-1,043
140
$1.94M 0.17%
19,856
+887
141
$1.93M 0.17%
67,977
-6,772
142
$1.93M 0.17%
+50,469
143
$1.92M 0.17%
65,940
-1,270
144
$1.9M 0.16%
33,089
-6,274
145
$1.9M 0.16%
59,043
-1,463
146
$1.89M 0.16%
75,201
+18,139
147
$1.89M 0.16%
35,549
-2,403
148
$1.89M 0.16%
23,590
-248
149
$1.88M 0.16%
77,396
+48,698
150
$1.87M 0.16%
38,245
-5,887
4 5
6
7 8