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
$1.13B
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$12.9M
3
+$12.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$6.23M
5
LUV icon
Southwest Airlines
LUV
+$4.73M

Top Sells

1
+$29.3M
2
+$20.8M
3
+$18.5M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$16.2M
5
AAPL icon
Apple
AAPL
+$16.1M

Sector Composition

1 Consumer Discretionary 7.91%
2 Technology 6.05%
3 Industrials 6%
4 Healthcare 5.16%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.15%
9,111
+350
177
$1.66M 0.15%
1,600
178
$1.66M 0.15%
9,068
+360
179
$1.66M 0.15%
16,817
+648
180
$1.65M 0.15%
17,249
+874
181
$1.65M 0.15%
46,727
+1,854
182
$1.64M 0.15%
27,205
+1,066
183
$1.63M 0.14%
9,251
+359
184
$1.63M 0.14%
8,282
+318
185
$1.62M 0.14%
12,168
+480
186
$1.62M 0.14%
2,292
-719
187
$1.62M 0.14%
4,522
+174
188
$1.62M 0.14%
13,220
+519
189
$1.6M 0.14%
6,089
+240
190
$1.6M 0.14%
17,617
+690
191
$1.58M 0.14%
3,376
+34
192
$1.57M 0.14%
18,245
+713
193
$1.57M 0.14%
69,642
+2,784
194
$1.57M 0.14%
15,027
+593
195
$1.56M 0.14%
3,515
+138
196
$1.55M 0.14%
31,279
+1,292
197
$1.54M 0.14%
483
-3
198
$1.54M 0.14%
8,000
+318
199
$1.54M 0.14%
3,104
+120
200
$1.53M 0.14%
63,955
+2,514
6 7
8
9 10