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
$234M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$7.68M
3 +$5.71M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$5.67M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$5.67M

Top Sells

1 +$45.9M
2 +$20.1M
3 +$1.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$849K
5
ESI icon
Element Solutions
ESI
+$739K

Sector Composition

1 Technology 13.96%
2 Financials 11.56%
3 Industrials 7.58%
4 Consumer Discretionary 7.27%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-53,000
152
-219,781
153
-29,579
154
-71,531
155
-378,000