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
$755M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$32.6M
3
+$10.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.5M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$8.02M

Top Sells

1
+$19.2M
2
+$18.6M
3
+$13.6M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$13M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$12M

Sector Composition

1 Consumer Discretionary 12.62%
2 Technology 9.2%
3 Financials 9.11%
4 Industrials 8.95%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.51M 0.2%
4,020
+322
152
$1.51M 0.2%
55,700
-11
153
$1.51M 0.2%
4,481
-413
154
$1.5M 0.2%
41,020
+11,136
155
$1.5M 0.2%
10,558
-332
156
$1.49M 0.2%
+48,098
157
$1.49M 0.2%
+1,960
158
$1.49M 0.2%
+16,417
159
$1.49M 0.2%
45,311
+166
160
$1.48M 0.2%
3,128
+199
161
$1.48M 0.2%
16,594
+216
162
$1.48M 0.2%
+35,646
163
$1.48M 0.2%
+59,226
164
$1.48M 0.2%
15,138
-41
165
$1.48M 0.2%
9,027
+574
166
$1.48M 0.2%
+18,041
167
$1.48M 0.2%
+9,457
168
$1.48M 0.2%
+14,639
169
$1.48M 0.2%
15,139
-2,515
170
$1.48M 0.2%
48,272
-2,449
171
$1.48M 0.2%
33,690
+7,619
172
$1.48M 0.2%
+10,491
173
$1.48M 0.2%
+71,020
174
$1.48M 0.2%
32,717
+1,550
175
$1.48M 0.2%
22,763
+1,609
5 6
7
8 9