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
$527M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.8M
3
+$3.82M
4
NUS icon
Nu Skin
NUS
+$3.79M
5
JEF icon
Jefferies Financial Group
JEF
+$3.74M

Top Sells

1
+$75.2M
2
+$43.9M
3
+$17.2M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.22M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$5.52M

Sector Composition

1 Technology 11.38%
2 Financials 9.57%
3 Consumer Discretionary 7.62%
4 Industrials 6.27%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$862K 0.16%
+6,370
202
$862K 0.16%
+20,502
203
$862K 0.16%
+11,644
204
$862K 0.16%
+2,056
205
$860K 0.16%
47,355
-4,096
206
$860K 0.16%
+4,472
207
$860K 0.16%
+32,991
208
$859K 0.16%
5,761
-13,553
209
$859K 0.16%
6,123
+873
210
$858K 0.16%
2,051
+37
211
$857K 0.16%
+9,840
212
$857K 0.16%
+22,232
213
$857K 0.16%
23,491
-8,929
214
$856K 0.16%
+2,511
215
$855K 0.16%
+4,457
216
$854K 0.16%
+10,049
217
$853K 0.16%
+13,413
218
$852K 0.16%
1,381
+218
219
$852K 0.16%
13,920
+131
220
$851K 0.16%
+9,534
221
$837K 0.16%
+1,423
222
$817K 0.16%
2,742
-1,645
223
$667K 0.13%
+17,008
224
$642K 0.12%
+19,046
225
$638K 0.12%
16,494
+9,211
7 8
9
10 11