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
$1.03B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.7M
3
+$6.58M
4
HR icon
Healthcare Realty
HR
+$6.08M
5
HPQ icon
HP
HPQ
+$5.24M

Top Sells

1
+$23.6M
2
+$14.6M
3
+$11.7M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$8.31M
5
VST icon
Vistra
VST
+$7.07M

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.49%
3 Financials 6.39%
4 Healthcare 4.51%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.55M 0.15%
+13,931
152
$1.5M 0.15%
34,036
-534,839
153
$1.5M 0.15%
160,538
-49,641
154
$1.47M 0.14%
1,603
+262
155
$1.47M 0.14%
11,641
-1,215
156
$1.45M 0.14%
+8,878
157
$1.45M 0.14%
5,870
-815
158
$1.45M 0.14%
7,587
+369
159
$1.45M 0.14%
+16,948
160
$1.45M 0.14%
+7,987
161
$1.45M 0.14%
+11,470
162
$1.44M 0.14%
2,703
-673
163
$1.44M 0.14%
+11,173
164
$1.44M 0.14%
8,458
-610
165
$1.44M 0.14%
+9,262
166
$1.44M 0.14%
+20,788
167
$1.44M 0.14%
11,375
+489
168
$1.44M 0.14%
+13,290
169
$1.44M 0.14%
8,006
+238
170
$1.44M 0.14%
9,598
-762
171
$1.43M 0.14%
+10,023
172
$1.43M 0.14%
+12,344
173
$1.43M 0.14%
12,221
-283
174
$1.43M 0.14%
+4,005
175
$1.43M 0.14%
2,854
-182
5 6
7
8 9