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
$602M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$22M
3
+$13.7M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1
+$4.28M
2
+$2.38M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
NTAP icon
NetApp
NTAP
+$1.45M

Sector Composition

1 Technology 8.64%
2 Financials 7.66%
3 Industrials 6.89%
4 Consumer Discretionary 6.16%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$842K 0.14%
4,842
-106
177
$841K 0.14%
+14,388
178
$840K 0.14%
17,101
-1,549
179
$839K 0.14%
13,446
+2,240
180
$838K 0.14%
9,301
-1,037
181
$837K 0.14%
+10,891
182
$837K 0.14%
29,683
+7,565
183
$835K 0.14%
+3,857
184
$830K 0.14%
15,505
+3,504
185
$826K 0.14%
60,431
+14,007
186
$822K 0.14%
4,030
-522
187
$821K 0.14%
+5,235
188
$805K 0.13%
+1,381
189
$804K 0.13%
3,940
-942
190
$798K 0.13%
4,973
-2,049
191
$796K 0.13%
39,692
+10,275
192
$792K 0.13%
9,547
-405
193
$787K 0.13%
10,804
-2,214
194
$784K 0.13%
26,566
-2,119
195
$783K 0.13%
80,340
+24,249
196
$783K 0.13%
9,977
-711
197
$777K 0.13%
7,964
-706
198
$771K 0.13%
+3,353
199
$771K 0.13%
5,725
-817
200
$769K 0.13%
1,163
-274
6 7
8
9 10