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
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15M
3
+$10.6M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.26M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.91M

Top Sells

1
+$16.6M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M

Sector Composition

1 Technology 11.12%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 6.62%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.17M 0.19%
45,140
+4,652
177
$1.17M 0.19%
27,711
+502
178
$1.17M 0.19%
19,422
+2,460
179
$1.17M 0.19%
102,185
+19,135
180
$1.17M 0.19%
20,171
+425
181
$1.17M 0.19%
14,642
+1,028
182
$1.17M 0.19%
2,912
+828
183
$1.17M 0.19%
35,908
-241
184
$1.16M 0.19%
25,445
+7,314
185
$1.16M 0.19%
41,307
+6,401
186
$1.15M 0.19%
61,723
+8,716
187
$1.15M 0.19%
37,774
+11,086
188
$1.14M 0.19%
21,922
+154
189
$1.13M 0.19%
6,297
+1,840
190
$1.13M 0.18%
49,014
+9,258
191
$1.12M 0.18%
27,507
+2,271
192
$1.12M 0.18%
17,640
+2,167
193
$1.1M 0.18%
16,492
+4,830
194
$1.1M 0.18%
10,660
+1,623
195
$1.1M 0.18%
+8,096
196
$1.09M 0.18%
+75,057
197
$1.07M 0.17%
13,398
+3,864
198
$1.02M 0.17%
8,699
+2,576
199
$963K 0.16%
5,018
+1,472
200
$869K 0.14%
28,331
+8,418
6 7
8
9 10