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
$350M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$30.4M
3
+$14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.91M

Top Sells

1
+$4.75M
2
+$4.64M
3
+$3.22M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.92M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.46M

Sector Composition

1 Technology 9.82%
2 Consumer Discretionary 7.73%
3 Financials 5.9%
4 Healthcare 5.89%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$584K 0.17%
+17,514
177
$583K 0.17%
+7,579
178
$583K 0.17%
59,879
+6,350
179
$582K 0.17%
+56,990
180
$579K 0.17%
+33,735
181
$579K 0.17%
+22,172
182
$574K 0.16%
+10,520
183
$574K 0.16%
+20,307
184
$570K 0.16%
+10,339
185
$565K 0.16%
+12,635
186
$562K 0.16%
+8,645
187
$559K 0.16%
+33,119
188
$558K 0.16%
+4,828
189
$556K 0.16%
+36,672
190
$554K 0.16%
+6,826
191
$549K 0.16%
+41,313
192
$547K 0.16%
+10,480
193
$547K 0.16%
+28,783
194
$539K 0.15%
2,788
-1,751
195
$532K 0.15%
+6,665
196
$530K 0.15%
+20,507
197
$522K 0.15%
+15,199
198
$518K 0.15%
+1,935
199
$517K 0.15%
+15,553
200
$516K 0.15%
+9,952
6 7
8
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