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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
251
$369K 0.04%
4,811
+93
252
$358K 0.04%
2,539
+320
253
$355K 0.04%
3,994
-6,472
254
$351K 0.04%
3,151
+152
255
$335K 0.04%
2,300
+73
256
$332K 0.04%
12,919
+38
257
$321K 0.03%
859
+9
258
$314K 0.03%
15,317
+128
259
$314K 0.03%
6,680
-1,057
260
$302K 0.03%
3,862
-703
261
$300K 0.03%
+11,608
262
$297K 0.03%
4,195
-524
263
$291K 0.03%
5,811
+40
264
$287K 0.03%
2,774
+148
265
$278K 0.03%
1,202
-3,489
266
$266K 0.03%
2,000
267
$264K 0.03%
3,145
-507
268
$260K 0.03%
8,134
+4
269
$250K 0.03%
2,240
+4
270
$246K 0.03%
7,247
-320
271
$245K 0.03%
1,466
-91
272
$244K 0.03%
812
-114
273
$242K 0.03%
10,467
+483
274
$242K 0.03%
797
-123
275
$241K 0.03%
+1,183
9 10
11
12 13