RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$33M
3
+$23.3M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$21.8M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$27.1M
2
+$20.3M
3
+$15.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.41M

Sector Composition

1 Consumer Discretionary 11.2%
2 Technology 9.21%
3 Financials 6.98%
4 Energy 6.85%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.59M 0.14%
43,385
+5,818
177
$1.59M 0.14%
+53,589
178
$1.59M 0.14%
13,265
-4,439
179
$1.59M 0.14%
14,828
+1,201
180
$1.59M 0.14%
+14,109
181
$1.59M 0.14%
+49,080
182
$1.59M 0.14%
+25,166
183
$1.59M 0.14%
31,871
+13
184
$1.59M 0.14%
+7,568
185
$1.59M 0.14%
6,738
-546
186
$1.59M 0.14%
+14,998
187
$1.59M 0.14%
+16,675
188
$1.59M 0.14%
14,872
-4,620
189
$1.59M 0.14%
+12,657
190
$1.59M 0.14%
+51,467
191
$1.59M 0.14%
12,696
+1,236
192
$1.59M 0.14%
+55,105
193
$1.59M 0.14%
+4,652
194
$1.59M 0.14%
+21,642
195
$1.59M 0.14%
20,708
-3,446
196
$1.59M 0.14%
26,219
-3,051
197
$1.59M 0.14%
9,513
-396
198
$1.59M 0.14%
+18,423
199
$1.59M 0.14%
38,148
+3,634
200
$1.59M 0.14%
10,482
+460
6 7
8
9 10