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
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15M
3
+$10.6M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.26M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.91M

Top Sells

1
+$16.6M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M

Sector Composition

1 Technology 11.12%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 6.62%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.24M 0.2%
+13,031
152
$1.24M 0.2%
23,480
+3,564
153
$1.23M 0.2%
8,107
+2,346
154
$1.23M 0.2%
5,253
+258
155
$1.22M 0.2%
10,639
+3,082
156
$1.22M 0.2%
21,382
+3,326
157
$1.22M 0.2%
3,749
+1,104
158
$1.22M 0.2%
+20,087
159
$1.21M 0.2%
6,312
+1,840
160
$1.21M 0.2%
66,813
+19,458
161
$1.21M 0.2%
14,235
+4,186
162
$1.21M 0.2%
3,479
163
$1.21M 0.2%
11,802
+764
164
$1.21M 0.2%
20,495
+5,980
165
$1.2M 0.2%
28,920
+8,418
166
$1.2M 0.2%
12,450
+3,612
167
$1.19M 0.2%
8,732
+2,530
168
$1.19M 0.19%
25,503
+3,802
169
$1.19M 0.19%
12,686
+3,634
170
$1.19M 0.19%
12,551
+2,475
171
$1.18M 0.19%
13,888
+4,048
172
$1.18M 0.19%
31,815
+3,870
173
$1.18M 0.19%
5,297
+1,518
174
$1.18M 0.19%
86,850
+10,547
175
$1.18M 0.19%
+18,226
5 6
7
8 9