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
$602M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$22M
3
+$13.7M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1
+$4.28M
2
+$2.38M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
NTAP icon
NetApp
NTAP
+$1.45M

Sector Composition

1 Technology 8.64%
2 Financials 7.66%
3 Industrials 6.89%
4 Consumer Discretionary 6.16%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$875K 0.15%
32,420
-7,612
152
$874K 0.15%
18,910
-3,264
153
$874K 0.15%
4,197
-907
154
$873K 0.15%
+1,709
155
$872K 0.14%
51,451
-875
156
$872K 0.14%
9,318
+1,556
157
$872K 0.14%
19,688
+4,782
158
$872K 0.14%
3,192
-81
159
$871K 0.14%
22,510
+4,002
160
$871K 0.14%
15,699
+2,295
161
$871K 0.14%
+5,850
162
$867K 0.14%
15,323
+3,837
163
$865K 0.14%
66,906
+9,290
164
$864K 0.14%
14,084
+598
165
$862K 0.14%
+9,840
166
$862K 0.14%
+11,035
167
$861K 0.14%
7,157
+1,014
168
$859K 0.14%
13,669
+1,972
169
$858K 0.14%
6,403
+157
170
$858K 0.14%
10,059
+1,083
171
$855K 0.14%
4,018
-189
172
$853K 0.14%
+28,362
173
$849K 0.14%
+3,575
174
$845K 0.14%
7,054
-660
175
$842K 0.14%
17,885
+146
5 6
7
8 9