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RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$923M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$32.4M
3
+$5.42M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.62M

Top Sells

1
+$29.4M
2
+$15.3M
3
+$12.2M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$10.2M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$9.88M

Sector Composition

1 Technology 8.54%
2 Consumer Discretionary 6.3%
3 Financials 5.83%
4 Industrials 3.16%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.03M 0.11%
1,818
+227
227
$1.03M 0.11%
8,109
-3,112
228
$1.01M 0.11%
16,043
-6,427
229
$929K 0.1%
25,786
-852,883
230
$791K 0.09%
10,344
+1,125
231
$763K 0.08%
22,343
+2,169
232
$761K 0.08%
15,378
-1,793
233
$756K 0.08%
+6,300
234
$732K 0.08%
+7,267
235
$687K 0.07%
3,354
-77
236
$624K 0.07%
1,541
-1,804
237
$608K 0.07%
7,710
-1,013
238
$594K 0.06%
10,091
+101
239
$543K 0.06%
2,594
-22
240
$529K 0.06%
3,829
-246
241
$508K 0.06%
10,002
+5,964
242
$504K 0.05%
5,340
-40,849
243
$503K 0.05%
1,514
+15
244
$472K 0.05%
11,028
-1,014
245
$462K 0.05%
1,388
-38,358
246
$457K 0.05%
6,765
+471
247
$434K 0.05%
4,735
+49
248
$419K 0.05%
1,941
+9
249
$389K 0.04%
3,778
+265
250
$380K 0.04%
3,991
+310
8 9
10
11 12