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
$930M
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$19.6M
3
+$14.9M
4
DYLD icon
LeaderShares Dynamic Yield ETF
DYLD
+$12.9M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$12.3M

Top Sells

1
+$5.48M
2
+$2.96M
3
+$2.95M
4
ACM icon
Aecom
ACM
+$2.9M
5
MD icon
Pediatrix Medical
MD
+$2.89M

Sector Composition

1 Consumer Discretionary 11.47%
2 Industrials 7.97%
3 Financials 7.35%
4 Energy 7.31%
5 Technology 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 4.38%
1,281,039
+667,504
2
$37.8M 4.06%
1,241,888
+642,976
3
$32.9M 3.54%
675,071
-22,619
4
$32.9M 3.54%
814,669
-52,233
5
$30.4M 3.27%
1,048,513
+514,911
6
$20.8M 2.23%
694,997
+342,334
7
$18.6M 2%
823,385
+570,237
8
$17.2M 1.85%
226,076
+100,215
9
$15.9M 1.71%
215,135
+166,714
10
$13.9M 1.49%
126,540
+85,359
11
$13.3M 1.43%
325,949
+205,531
12
$9.9M 1.07%
60,068
-1,731
13
$9.5M 1.02%
98,208
-13,266
14
$9.49M 1.02%
50,078
-7,371
15
$9.46M 1.02%
280,717
+25,964
16
$9.46M 1.02%
86,614
+9,930
17
$8.02M 0.86%
273,124
-49,394
18
$7.79M 0.84%
38,950
+1,497
19
$7.71M 0.83%
170,784
+90,568
20
$7.68M 0.83%
213,122
+62,088
21
$7.68M 0.83%
135,292
+5,089
22
$7.67M 0.83%
56,907
-3,331
23
$7.67M 0.82%
54,904
-18
24
$7.66M 0.82%
69,586
+2,961
25
$7.65M 0.82%
29,793
-4,806
1
2 3 4 5