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RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.06M
3
+$3.92M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.54M
5
CORO
iShares International Country Rotation Active ETF
CORO
+$2.96M

Top Sells

1
+$8.16M
2
+$4.79M
3
+$3.94M
4
MTG icon
MGIC Investment
MTG
+$2.6M
5
HRB icon
H&R Block
HRB
+$2.58M

Sector Composition

1 Technology 7.63%
2 Consumer Discretionary 4.86%
3 Financials 3.51%
4 Communication Services 2.6%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPE icon
176
Hewlett Packard
HPE
$64.1B
$863K 0.11%
36,263
+2,776
OKE icon
177
Oneok
OKE
$54.4B
$861K 0.11%
9,524
-635
BMY icon
178
Bristol-Myers Squibb
BMY
$114B
$855K 0.11%
14,098
-2,260
VZ icon
179
Verizon
VZ
$195B
$840K 0.1%
16,732
-2,204
HPQ icon
180
HP
HPQ
$22.2B
$823K 0.1%
42,868
+6,651
APD icon
181
Air Products & Chemicals
APD
$62.5B
$821K 0.1%
2,826
+32
BBY icon
182
Best Buy
BBY
$15.9B
$820K 0.1%
12,767
+3,414
DGRW icon
183
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$816K 0.1%
9,294
+2,500
NFLX icon
184
Netflix
NFLX
$331B
$813K 0.1%
8,454
+1,123
MINT icon
185
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$806K 0.1%
8,019
+500
KMI icon
186
Kinder Morgan
KMI
$69.9B
$801K 0.1%
23,899
-3,297
EIX icon
187
Edison International
EIX
$27.7B
$778K 0.1%
10,629
-1,973
PRU icon
188
Prudential Financial
PRU
$37.9B
$776K 0.1%
+7,942
D icon
189
Dominion Energy
D
$60.2B
$775K 0.1%
12,534
+576
PAYX icon
190
Paychex
PAYX
$35.9B
$772K 0.1%
8,385
+1,827
FE icon
191
FirstEnergy
FE
$27.6B
$765K 0.1%
+15,097
UNH icon
192
UnitedHealth
UNH
$370B
$764K 0.09%
+2,824
CMCSA icon
193
Comcast
CMCSA
$84.5B
$762K 0.09%
26,558
-1,786
HAS icon
194
Hasbro
HAS
$12B
$747K 0.09%
7,981
-1,010
SNA icon
195
Snap-on
SNA
$20.2B
$746K 0.09%
2,055
-119
TROW icon
196
T. Rowe Price
TROW
$23.3B
$744K 0.09%
+8,250
DRI icon
197
Darden Restaurants
DRI
$23.9B
$737K 0.09%
3,761
-347
TXN icon
198
Texas Instruments
TXN
$278B
$737K 0.09%
3,797
-556
MOS icon
199
The Mosaic Company
MOS
$6.89B
$735K 0.09%
28,836
-1,280
CVS icon
200
CVS Health
CVS
$129B
$733K 0.09%
10,212
+623
6 7
8
9 10