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
$1.16B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$29.3M
3
+$20.8M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$18.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$18.5M

Top Sells

1
+$37.6M
2
+$21.6M
3
+$4.7M
4
CNDT icon
Conduent
CNDT
+$3.23M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.04M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 8.59%
3 Healthcare 5.73%
4 Industrials 5.51%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.35M 0.12%
+19,672
202
$1.34M 0.12%
+8,761
203
$1.34M 0.12%
+10,818
204
$1.34M 0.12%
16,025
+315
205
$1.34M 0.12%
+26,139
206
$1.33M 0.12%
+14,434
207
$1.33M 0.12%
28,324
+1,774
208
$1.33M 0.12%
9,958
-1,059
209
$1.33M 0.12%
+11,688
210
$1.33M 0.12%
66,858
-2,166
211
$1.33M 0.12%
9,994
+416
212
$1.33M 0.11%
29,987
-5,297
213
$1.33M 0.11%
18,783
-492
214
$1.32M 0.11%
+7,682
215
$1.32M 0.11%
+885
216
$1.31M 0.11%
12,018
-1,420
217
$1.31M 0.11%
3,342
-199
218
$1.31M 0.11%
+4,713
219
$1.31M 0.11%
+8,998
220
$1.28M 0.11%
+11,505
221
$1.28M 0.11%
+17,532
222
$1.28M 0.11%
17,772
-4,622
223
$1.28M 0.11%
+139,612
224
$1.27M 0.11%
10,688
+450
225
$1.27M 0.11%
3,377
-468
7 8
9
10 11