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RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.06M
3
+$3.92M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.54M
5
CORO
iShares International Country Rotation Active ETF
CORO
+$2.96M

Top Sells

1
+$8.16M
2
+$4.79M
3
+$3.94M
4
MTG icon
MGIC Investment
MTG
+$2.6M
5
HRB icon
H&R Block
HRB
+$2.58M

Sector Composition

1 Technology 7.63%
2 Consumer Discretionary 4.86%
3 Financials 3.51%
4 Communication Services 2.6%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
201
Automatic Data Processing
ADP
$88.7B
$730K 0.09%
+3,595
DOC icon
202
Healthpeak Properties
DOC
$13.9B
$730K 0.09%
44,438
+3,410
ES icon
203
Eversource Energy
ES
$26.2B
$725K 0.09%
10,466
-644
SWKS icon
204
Skyworks Solutions
SWKS
$10.7B
$722K 0.09%
13,489
+2,297
KHC icon
205
Kraft Heinz
KHC
$28.2B
$721K 0.09%
32,044
+2,739
VTRS icon
206
Viatris
VTRS
$18.7B
$718K 0.09%
53,164
-16,647
VICI icon
207
VICI Properties
VICI
$30.2B
$712K 0.09%
26,075
+543
VGSH icon
208
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$709K 0.09%
12,120
+73
OMC icon
209
Omnicom Group
OMC
$22.1B
$708K 0.09%
9,403
-890
PPG icon
210
PPG Industries
PPG
$26.9B
$695K 0.09%
6,503
-813
GPC icon
211
Genuine Parts
GPC
$14.8B
$691K 0.09%
+6,536
ARE icon
212
Alexandria Real Estate Equities
ARE
$9.02B
$678K 0.08%
14,615
+856
SWK icon
213
Stanley Black & Decker
SWK
$13.2B
$674K 0.08%
9,489
-865
AMAT icon
214
Applied Materials
AMAT
$451B
$672K 0.08%
1,965
-1,202
AGG icon
215
iShares Core US Aggregate Bond ETF
AGG
$138B
$664K 0.08%
6,686
+439
NEM icon
216
Newmont
NEM
$116B
$660K 0.08%
6,100
-4,845
F icon
217
Ford
F
$57.4B
$652K 0.08%
56,505
+280
IP icon
218
International Paper
IP
$19.1B
$652K 0.08%
18,266
-382
BNDX icon
219
Vanguard Total International Bond ETF
BNDX
$82.2B
$650K 0.08%
13,536
-608
CAG icon
220
Conagra Brands
CAG
$6.49B
$650K 0.08%
41,342
-128
AES icon
221
AES
AES
$10.4B
$649K 0.08%
46,082
-6,903
CPB icon
222
Campbell Soup
CPB
$6.49B
$643K 0.08%
+28,878
GIS icon
223
General Mills
GIS
$18.4B
$639K 0.08%
+17,165
SPAB icon
224
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.65B
$625K 0.08%
24,398
+6,074
GLDM icon
225
SPDR Gold MiniShares Trust
GLDM
$29.5B
$613K 0.08%
6,613
-10,185
7 8
9
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