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
$673M
AUM Growth
-$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.1M
3
+$2.99M
4
LKQ icon
LKQ Corp
LKQ
+$2.91M
5
DAN icon
Dana Inc
DAN
+$2.83M

Top Sells

1
+$17.1M
2
+$12.5M
3
+$12.5M
4
AAPL icon
Apple
AAPL
+$6.35M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.51M

Sector Composition

1 Financials 15.88%
2 Consumer Discretionary 12%
3 Technology 11.76%
4 Industrials 5.83%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$360K 0.05%
+4,047
202
$358K 0.05%
+4,013
203
$355K 0.05%
+9,635
204
$353K 0.05%
+9,306
205
$345K 0.05%
+5,197
206
$343K 0.05%
25,016
-66,143
207
$333K 0.05%
1,162
-296
208
$329K 0.05%
557
-1,289
209
$324K 0.05%
+3,413
210
$321K 0.05%
+11,442
211
$315K 0.05%
+2,119
212
$311K 0.05%
+5,269
213
$309K 0.05%
+3,159
214
$306K 0.05%
671
-819
215
$306K 0.05%
2,797
+288
216
$305K 0.05%
+23,244
217
$296K 0.04%
+3,916
218
$294K 0.04%
+6,339
219
$289K 0.04%
567
-177
220
$277K 0.04%
+3,076
221
$275K 0.04%
2,017
-6,022
222
$274K 0.04%
+6,624
223
$272K 0.04%
+2,388
224
$271K 0.04%
+7,792
225
$267K 0.04%
+2,250
7 8
9
10 11