RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$14.5M
3
+$10.5M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.11M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$4.82M

Top Sells

1
+$16.5M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.77M

Sector Composition

1 Technology 10.29%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 7.44%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-246,064
257
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-120,603
258
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-261,059
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260
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-10,931
261
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-49,835
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