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
$1.03B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.7M
3
+$6.58M
4
HR icon
Healthcare Realty
HR
+$6.08M
5
HPQ icon
HP
HPQ
+$5.24M

Top Sells

1
+$23.6M
2
+$14.6M
3
+$11.7M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$8.31M
5
VST icon
Vistra
VST
+$7.07M

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.49%
3 Financials 6.39%
4 Healthcare 4.51%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.43M 0.14%
+39,270
177
$1.43M 0.14%
447
-36
178
$1.43M 0.14%
22,011
-9,268
179
$1.43M 0.14%
+17,707
180
$1.43M 0.14%
13,068
-1,271
181
$1.43M 0.14%
15,439
+412
182
$1.43M 0.14%
5,270
-819
183
$1.43M 0.14%
+3,081
184
$1.43M 0.14%
+20,781
185
$1.43M 0.14%
13,819
-2,266
186
$1.43M 0.14%
+4,589
187
$1.43M 0.14%
+4,407
188
$1.43M 0.14%
6,649
-1,599
189
$1.43M 0.14%
19,697
-2,055
190
$1.43M 0.14%
+6,354
191
$1.43M 0.14%
30,264
-5,089
192
$1.43M 0.14%
+8,228
193
$1.43M 0.14%
17,435
-3,037
194
$1.43M 0.14%
+18,060
195
$1.43M 0.14%
+13,363
196
$1.43M 0.14%
28,030
-1,458
197
$1.43M 0.14%
3,868
+353
198
$1.43M 0.14%
+2,492
199
$1.43M 0.14%
+13,780
200
$1.43M 0.14%
+14,432
6 7
8
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