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
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.52M 0.14%
+8,095
177
$1.52M 0.14%
+13,438
178
$1.52M 0.14%
16,983
-88
179
$1.52M 0.14%
27,914
+987
180
$1.52M 0.14%
+30,624
181
$1.52M 0.14%
9,412
+1,196
182
$1.52M 0.14%
10,793
-725
183
$1.52M 0.14%
10,238
-1,667
184
$1.52M 0.14%
+19,401
185
$1.52M 0.14%
22,394
+8,481
186
$1.52M 0.14%
13,544
-4,848
187
$1.51M 0.14%
+5,639
188
$1.51M 0.14%
18,657
-13,537
189
$1.51M 0.14%
17,618
-838
190
$1.51M 0.14%
+8,036
191
$1.51M 0.14%
+29,271
192
$1.51M 0.14%
+64,891
193
$1.51M 0.14%
+22,495
194
$1.51M 0.14%
+14,390
195
$1.51M 0.14%
+9,026
196
$1.51M 0.14%
+2,741
197
$1.51M 0.14%
+92,869
198
$1.51M 0.14%
9,057
-3,586
199
$1.51M 0.14%
4,523
-2,081
200
$1.51M 0.14%
8,281
-985
6 7
8
9 10