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
$1.13B
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$12.9M
3
+$12.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$6.23M
5
LUV icon
Southwest Airlines
LUV
+$4.73M

Top Sells

1
+$29.3M
2
+$20.8M
3
+$18.5M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$16.2M
5
AAPL icon
Apple
AAPL
+$16.1M

Sector Composition

1 Consumer Discretionary 7.91%
2 Technology 6.05%
3 Industrials 6%
4 Healthcare 5.16%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.99M 0.18%
87,933
-15,144
127
$1.98M 0.18%
22,463
-3,470
128
$1.98M 0.18%
56,078
-2,965
129
$1.98M 0.18%
38,796
-8,133
130
$1.98M 0.18%
14,882
-1,859
131
$1.98M 0.18%
3,991
+1,352
132
$1.98M 0.18%
43,712
-7,307
133
$1.97M 0.17%
+6,820
134
$1.96M 0.17%
29,030
-5,435
135
$1.94M 0.17%
180,281
+4,960
136
$1.93M 0.17%
54,394
-3,313
137
$1.92M 0.17%
38,160
+1,572
138
$1.92M 0.17%
15,930
-5,387
139
$1.92M 0.17%
11,211
-562
140
$1.92M 0.17%
21,210
-4,632
141
$1.91M 0.17%
6,685
+264
142
$1.91M 0.17%
17,193
+97
143
$1.9M 0.17%
210,179
+84,303
144
$1.9M 0.17%
60,105
-5,835
145
$1.88M 0.17%
13,143
+123
146
$1.88M 0.17%
162,900
-31,256
147
$1.86M 0.16%
19,254
+768
148
$1.84M 0.16%
34,700
149
$1.84M 0.16%
2,262
-29
150
$1.83M 0.16%
8,357
+330
4 5
6
7 8