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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.52M 0.13%
1,600
+61
177
$1.52M 0.13%
125,876
+26,215
178
$1.52M 0.13%
+2,291
179
$1.51M 0.13%
20,899
+1,646
180
$1.5M 0.13%
16,375
+1,693
181
$1.5M 0.13%
44,873
-4,177
182
$1.5M 0.13%
486
-12
183
$1.49M 0.13%
+8,027
184
$1.47M 0.13%
14,017
-892
185
$1.46M 0.13%
2,916
-685
186
$1.46M 0.13%
12,285
+203
187
$1.44M 0.12%
+27,293
188
$1.43M 0.12%
5,298
-1,805
189
$1.43M 0.12%
8,708
-350
190
$1.42M 0.12%
5,849
-77
191
$1.42M 0.12%
8,892
-134
192
$1.41M 0.12%
+11,836
193
$1.41M 0.12%
7,918
-1,494
194
$1.4M 0.12%
+4,348
195
$1.39M 0.12%
+4,219
196
$1.39M 0.12%
+2,984
197
$1.37M 0.12%
7,551
+863
198
$1.37M 0.12%
5,270
-1,284
199
$1.36M 0.12%
16,927
-56
200
$1.35M 0.12%
409
-62
6 7
8
9 10