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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.85M 0.16%
3,011
-328
152
$1.83M 0.16%
4,134
+49
153
$1.82M 0.16%
17,096
-58
154
$1.79M 0.16%
+34,700
155
$1.78M 0.15%
3,280
+1,586
156
$1.77M 0.15%
3,441
+2,643
157
$1.7M 0.15%
13,895
+56
158
$1.67M 0.14%
+3,496
159
$1.64M 0.14%
2,671
-462
160
$1.62M 0.14%
4,965
+135
161
$1.6M 0.14%
6,993
-530
162
$1.59M 0.14%
+13,954
163
$1.59M 0.14%
36,588
+664
164
$1.58M 0.14%
7,474
-807
165
$1.58M 0.14%
9,814
+529
166
$1.56M 0.14%
13,020
+132
167
$1.56M 0.13%
4,429
-267
168
$1.55M 0.13%
9,937
-26
169
$1.55M 0.13%
14,397
+401
170
$1.53M 0.13%
15,457
-2,161
171
$1.53M 0.13%
18,486
-171
172
$1.53M 0.13%
12,363
+397
173
$1.53M 0.13%
185
-5
174
$1.53M 0.13%
6,421
+732
175
$1.52M 0.13%
10,472
-3,918
5 6
7
8 9