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
$755M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$32.6M
3
+$10.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.5M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$8.02M

Top Sells

1
+$19.2M
2
+$18.6M
3
+$13.6M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$13M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$12M

Sector Composition

1 Consumer Discretionary 12.62%
2 Technology 9.2%
3 Financials 9.11%
4 Industrials 8.95%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.48M 0.2%
2,468
-553
177
$1.48M 0.2%
+11,687
178
$1.48M 0.2%
17,367
-1,581
179
$1.48M 0.2%
+29,118
180
$1.48M 0.2%
46,460
-8,936
181
$1.48M 0.2%
20,500
-1,888
182
$1.47M 0.2%
10,869
+773
183
$1.47M 0.2%
+55,075
184
$1.47M 0.2%
4,146
-515
185
$1.47M 0.2%
+20,800
186
$1.47M 0.2%
23,276
-3,152
187
$1.47M 0.2%
28,718
-127
188
$1.47M 0.2%
11,078
-677
189
$1.47M 0.2%
8,408
+832
190
$1.47M 0.2%
27,805
-1,572
191
$1.47M 0.2%
16,309
+866
192
$1.47M 0.2%
88,697
-1,677
193
$1.47M 0.19%
19,397
-933
194
$1.47M 0.19%
+162,075
195
$1.47M 0.19%
13,698
+1,408
196
$1.47M 0.19%
12,794
+5
197
$1.47M 0.19%
+14,118
198
$1.47M 0.19%
9,268
-1,969
199
$1.47M 0.19%
20,284
-416
200
$1.47M 0.19%
25,149
-26
6 7
8
9 10