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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
51
$3.18M 0.34%
74,945
-48,636
52
$3.18M 0.34%
41,516
-2,983
53
$3.18M 0.34%
60,474
-2,778
54
$3.17M 0.34%
114,188
-104,051
55
$3.17M 0.34%
11,349
-5,126
56
$3.17M 0.34%
46,919
-5,149
57
$3.16M 0.34%
113,162
-29,969
58
$3.14M 0.34%
29,384
+2,675
59
$3.1M 0.34%
14,662
-2,738
60
$3.1M 0.34%
15,667
-10,679
61
$3.01M 0.33%
14,554
+1,544
62
$2.94M 0.32%
63,181
-24,268
63
$2.93M 0.32%
6,591
+1,336
64
$2.82M 0.31%
60,493
+6,747
65
$2.81M 0.3%
5,592
+702
66
$2.74M 0.3%
41,553
+4,956
67
$2.72M 0.3%
8,255
+1,154
68
$2.72M 0.3%
13,731
+3,396
69
$2.69M 0.29%
17,324
+3,577
70
$2.62M 0.28%
+32,826
71
$2.48M 0.27%
23,316
+1,773
72
$2.19M 0.24%
6,953
-122
73
$2.19M 0.24%
7,742
+5,450
74
$2.18M 0.24%
11,548
-2,308
75
$2.08M 0.22%
20,135
+11,301
1 2
3
4 5