We are live on ! Find out more
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
$158M
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.3M
3
+$5.09M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$2.18M
5
OXY icon
Occidental Petroleum
OXY
+$2.02M

Top Sells

1
+$21M
2
+$15.3M
3
+$7.32M
4
HGV icon
Hilton Grand Vacations
HGV
+$4.88M
5
HRB icon
H&R Block
HRB
+$4.71M

Sector Composition

1 Consumer Discretionary 12.58%
2 Technology 10.62%
3 Financials 9.72%
4 Industrials 9.06%
5 Healthcare 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-174,257
202
– –
-9,425
203
– –
-12,966
204
– –
-8,268
205
– –
-17,853
206
– –
-94,930
207
– –
-8,178
208
– –
-8,157
209
– –
-27,752
210
– –
-70,134
211
– –
-4,088
212
– –
-14,717
213
– –
-19,520
214
– –
-2,791
215
– –
-8,035
216
– –
-143,245
217
– –
-61,175
218
– –
-18,520
219
– –
-7,099
220
– –
-19,046
221
– –
-6,050
222
– –
-9,233
223
– –
-16,155
224
– –
-11,728
225
– –
-9,783
7 8
9
10 11