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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
26
$4.59M 0.5%
58,536
+4,716
27
$4.51M 0.49%
66,535
+7,893
28
$4.45M 0.48%
75,229
+8,053
29
$4.45M 0.48%
163,252
-40,527
30
$4.42M 0.48%
74,361
-19,150
31
$4.41M 0.48%
50,166
+16,942
32
$4.4M 0.48%
56,073
+87
33
$4.4M 0.48%
84,114
+19,596
34
$4.4M 0.48%
30,749
-7,462
35
$4.39M 0.48%
154,887
-19,150
36
$4.38M 0.47%
50,616
-10,655
37
$4.36M 0.47%
48,633
-3,399
38
$4.35M 0.47%
10,197
-2,327
39
$4.34M 0.47%
135,340
+831
40
$4.26M 0.46%
35,323
+3,720
41
$3.99M 0.43%
263,845
+90,141
42
$3.57M 0.39%
152,213
+17,653
43
$3.49M 0.38%
193,639
-58,924
44
$3.47M 0.38%
4,719
+808
45
$3.31M 0.36%
93,731
-34,008
46
$3.23M 0.35%
16,773
-12,378
47
$3.22M 0.35%
61,465
-22,903
48
$3.2M 0.35%
137,519
-10,202
49
$3.2M 0.35%
47,518
-6,936
50
$3.19M 0.35%
28,423
-69
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