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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
276
$236K 0.03%
2,782
+77
277
$231K 0.03%
2,568
278
$231K 0.03%
3,489
-728
279
$224K 0.02%
4,342
-1,576
280
$203K 0.02%
+2,518
281
$201K 0.02%
1,757
-314
282
– –
-3,234
283
– –
-7,927
284
– –
-17,122
285
– –
-4,806
286
– –
-5,879
287
– –
-15,520
288
– –
-2,645
289
– –
-39,697
290
– –
-6,891
291
– –
-6,006
292
– –
-5,967
293
– –
-23,497
294
– –
-19,938
295
– –
-2,866
296
– –
-3,741
297
– –
-9,751
298
– –
-13,273
299
– –
-2,867
300
– –
-4,341
10 11
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