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
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.51M 0.14%
+126,231
202
$1.51M 0.14%
11,378
+1,085
203
$1.51M 0.14%
5,714
-469
204
$1.51M 0.14%
3,601
-347
205
$1.51M 0.14%
12,563
+296
206
$1.51M 0.14%
33,886
-3,461
207
$1.51M 0.14%
+20,330
208
$1.51M 0.14%
+6,351
209
$1.51M 0.14%
+11,423
210
$1.51M 0.14%
19,275
-3,270
211
$1.51M 0.14%
3,845
-667
212
$1.51M 0.14%
49,050
+1,062
213
$1.51M 0.14%
15,710
-1,779
214
$1.51M 0.14%
4,112
-1,365
215
$1.51M 0.14%
+17,786
216
$1.5M 0.14%
+39,598
217
$1.5M 0.14%
+69,024
218
$1.5M 0.14%
63,380
+4,842
219
$1.5M 0.14%
11,228
+160
220
$1.5M 0.14%
+35,924
221
$1.5M 0.14%
+4,935
222
$1.5M 0.14%
+12,082
223
$1.5M 0.14%
9,058
-334
224
$1.5M 0.14%
29,843
-6,812
225
$1.5M 0.14%
5,926
-919
7 8
9
10 11