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
$527M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.8M
3
+$3.82M
4
NUS icon
Nu Skin
NUS
+$3.79M
5
JEF icon
Jefferies Financial Group
JEF
+$3.74M

Top Sells

1
+$75.2M
2
+$43.9M
3
+$17.2M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.22M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.52M

Sector Composition

1 Technology 11.38%
2 Financials 9.57%
3 Consumer Discretionary 7.62%
4 Industrials 6.27%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$933K 0.18%
4,233
+36
152
$899K 0.17%
4,743
-230
153
$894K 0.17%
+14,814
154
$892K 0.17%
3,335
-240
155
$891K 0.17%
+7,345
156
$890K 0.17%
4,563
-279
157
$883K 0.17%
+11,260
158
$878K 0.17%
+9,485
159
$876K 0.17%
+2,193
160
$875K 0.17%
13,611
-4,469
161
$873K 0.17%
+38,495
162
$872K 0.17%
+5,262
163
$872K 0.17%
+18,131
164
$872K 0.17%
7,258
-706
165
$872K 0.17%
+3,779
166
$872K 0.17%
3,303
-637
167
$871K 0.17%
26,688
-12,662
168
$871K 0.17%
+2,645
169
$870K 0.17%
10,804
+2,150
170
$870K 0.17%
+18,984
171
$869K 0.17%
6,202
-627
172
$869K 0.17%
+4,762
173
$869K 0.17%
14,515
+1,452
174
$869K 0.17%
+752
175
$869K 0.17%
+14,411
5 6
7
8 9