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
$1.13B
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$12.9M
3
+$12.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$6.23M
5
LUV icon
Southwest Airlines
LUV
+$4.73M

Top Sells

1
+$29.3M
2
+$20.8M
3
+$18.5M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$16.2M
5
AAPL icon
Apple
AAPL
+$16.1M

Sector Composition

1 Consumer Discretionary 7.91%
2 Technology 6.05%
3 Industrials 6%
4 Healthcare 5.16%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.82M 0.16%
21,752
+853
152
$1.82M 0.16%
+67,330
153
$1.81M 0.16%
4,635
-330
154
$1.81M 0.16%
186
+1
155
$1.8M 0.16%
9,946
+132
156
$1.79M 0.16%
7,768
+294
157
$1.78M 0.16%
16,085
+628
158
$1.78M 0.16%
4,410
-19
159
$1.78M 0.16%
10,886
+414
160
$1.77M 0.16%
9,512
-25,470
161
$1.76M 0.16%
6,509
-484
162
$1.75M 0.16%
67,133
-8,068
163
$1.75M 0.16%
17,727
-4,500
164
$1.75M 0.16%
14,519
+565
165
$1.74M 0.15%
7,157
-54,662
166
$1.74M 0.15%
9,747
-190
167
$1.72M 0.15%
3,360
-136
168
$1.7M 0.15%
12,317
+481
169
$1.69M 0.15%
10,360
+402
170
$1.69M 0.15%
20,472
+800
171
$1.69M 0.15%
18,486
+714
172
$1.68M 0.15%
12,789
+504
173
$1.68M 0.15%
14,339
+322
174
$1.67M 0.15%
5,380
+82
175
$1.67M 0.15%
28,415
+1,122
5 6
7
8 9