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
$701M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$6.76M
3
+$2.45M
4
RHI icon
Robert Half
RHI
+$2.27M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$2.88M
2
+$1.79M
3
+$1.75M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.42M
5
MSCI icon
MSCI
MSCI
+$1.32M

Sector Composition

1 Financials 12.96%
2 Technology 10.65%
3 Consumer Discretionary 8.02%
4 Industrials 6.13%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$297K 0.04%
+3,049
252
$282K 0.04%
2,186
+1
253
$282K 0.04%
+5,384
254
$280K 0.04%
+4,534
255
$263K 0.04%
+1,196
256
$251K 0.04%
+1,666
257
$240K 0.03%
+2,823
258
$238K 0.03%
+1,418
259
$237K 0.03%
+3,689
260
$235K 0.03%
+3,221
261
$229K 0.03%
7,984
262
$203K 0.03%
+2,997
263
– –
-8,860
264
– –
-17,916
265
– –
-1,541
266
– –
-3,484
267
– –
-10,639
268
– –
-2,924
269
– –
-17,387
270
– –
-7,316
271
– –
-12,686
272
– –
-4,060
273
– –
-6,297
274
– –
-16,806
275
– –
-4,782
9 10
11
12 13