RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.3M
3
+$5.09M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$2.18M
5
OXY icon
Occidental Petroleum
OXY
+$2.02M

Top Sells

1
+$21M
2
+$15.3M
3
+$7.32M
4
HGV icon
Hilton Grand Vacations
HGV
+$4.88M
5
HRB icon
H&R Block
HRB
+$4.71M

Sector Composition

1 Consumer Discretionary 12.58%
2 Technology 10.62%
3 Financials 9.72%
4 Industrials 9.06%
5 Healthcare 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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