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
$1.03B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$20.7M
3 +$6.58M
4
HR icon
Healthcare Realty
HR
+$6.08M
5
HPQ icon
HP
HPQ
+$5.24M

Top Sells

1 +$23.6M
2 +$14.6M
3 +$11.7M
4
LSAF icon
LeaderShares AlphaFactor US Core Equity ETF
LSAF
+$8.31M
5
VST icon
Vistra
VST
+$7.07M

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.49%
3 Financials 6.39%
4 Healthcare 4.51%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1.43M 0.14%
+9,190
202
$1.43M 0.14%
51,717
-17,925
203
$1.43M 0.14%
287
-72
204
$1.43M 0.14%
+9,092
205
$1.43M 0.14%
+5,295
206
$1.43M 0.14%
7,706
-1,545
207
$1.43M 0.14%
+59,438
208
$1.43M 0.14%
+10,190
209
$1.42M 0.14%
9,895
-3,325
210
$1.42M 0.14%
13,077
-66
211
$1.42M 0.14%
19,500
-8,915
212
$1.42M 0.14%
+14,132
213
$1.42M 0.14%
+7,689
214
$1.42M 0.14%
12,479
+1,345
215
$1.42M 0.14%
+29,269
216
$1.42M 0.14%
9,052
-505
217
$1.42M 0.14%
7,493
-1,618
218
$1.42M 0.14%
+8,538
219
$1.42M 0.14%
+15,786
220
$1.42M 0.14%
+18,820
221
$1.42M 0.14%
+17,192
222
$1.42M 0.14%
+3,122
223
$1.42M 0.14%
+29,817
224
$1.42M 0.14%
173
-13
225
$1.41M 0.14%
+42,286