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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
$133M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$20.1M
3
+$13.3M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$5.47M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.33M

Top Sells

1
+$11.8M
2
+$11.1M
3
+$10.9M
4
PFE icon
Pfizer
PFE
+$5.31M
5
HPQ icon
HP
HPQ
+$5.3M

Sector Composition

1 Industrials 5.47%
2 Technology 3.29%
3 Consumer Discretionary 3.28%
4 Financials 2.19%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.39%
+15,608
52
$374K 0.28%
+6,929
53
$269K 0.2%
+4,997
54
$205K 0.15%
7,538
+1,029
55
$14K 0.01%
+53,000
56
– –
-2,936
57
– –
-13,482
58
– –
-1,700
59
– –
-24,135
60
– –
-1,997
61
– –
-64,370
62
– –
-41,284
63
– –
-219,184
64
– –
-4,010
65
– –
-4,772
66
– –
-10,500
67
– –
-152,355
68
– –
-39,473
69
– –
-3,409
70
– –
-29,932
71
– –
-156,712
72
– –
-62,520
73
– –
-110,870
74
– –
-4,323
75
– –
-205,649
1 2
3
4 5