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
$602M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$22M
3
+$13.7M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1
+$4.28M
2
+$2.38M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
NTAP icon
NetApp
NTAP
+$1.45M

Sector Composition

1 Technology 8.64%
2 Financials 7.66%
3 Industrials 6.89%
4 Consumer Discretionary 6.16%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$766K 0.13%
3,542
+4
202
$763K 0.13%
3,114
-1,491
203
$763K 0.13%
+6,829
204
$761K 0.13%
4,979
-703
205
$755K 0.13%
7,933
-1,752
206
$754K 0.13%
+8,654
207
$739K 0.12%
+2,136
208
$728K 0.12%
+3,460
209
$724K 0.12%
+2,644
210
$720K 0.12%
8,220
-2,900
211
$718K 0.12%
34,534
-2,039
212
$718K 0.12%
13,063
-1,610
213
$716K 0.12%
23,730
-2,190
214
$710K 0.12%
3,935
-1,708
215
$707K 0.12%
25,130
-2,400
216
$700K 0.12%
22,054
+20
217
$693K 0.12%
13,789
-58
218
$683K 0.11%
5,250
+329
219
$672K 0.11%
+15,577
220
$668K 0.11%
+1,883
221
$666K 0.11%
+1,379
222
$661K 0.11%
2,699
-229
223
$660K 0.11%
2,009
-228
224
$649K 0.11%
+14,925
225
$592K 0.1%
3,760
-1,725
7 8
9
10 11