RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$7.55M
4
MSFT icon
Microsoft
MSFT
+$5.66M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.35M

Top Sells

1
+$12.3M
2
+$7.74M
3
+$6.37M
4
KSS icon
Kohl's
KSS
+$5.91M
5
SYF icon
Synchrony
SYF
+$5.74M

Sector Composition

1 Technology 12.44%
2 Consumer Discretionary 8.68%
3 Financials 8.18%
4 Industrials 6.49%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.27%
+10,031
77
$1.27M 0.27%
+16,378
78
$1.27M 0.27%
8,096
-17,926
79
$1.27M 0.27%
+14,312
80
$1.26M 0.27%
15,443
+506
81
$1.26M 0.27%
+8,030
82
$1.26M 0.27%
47,444
+5,057
83
$1.26M 0.27%
+7,576
84
$1.26M 0.27%
16,738
-712
85
$1.26M 0.27%
90,374
-276,889
86
$1.26M 0.27%
98,529
-360,245
87
$1.26M 0.27%
21,863
+4,017
88
$1.26M 0.27%
42,427
-34
89
$1.26M 0.27%
12,696
-57,439
90
$1.26M 0.27%
31,876
-908
91
$1.26M 0.27%
+5,489
92
$1.26M 0.27%
3,142
-21
93
$1.26M 0.26%
11,755
+440
94
$1.26M 0.26%
51,334
+7,988
95
$1.26M 0.26%
+25,744
96
$1.26M 0.26%
26,071
+205
97
$1.26M 0.26%
16,026
-394
98
$1.26M 0.26%
29,377
+2,747
99
$1.26M 0.26%
59,986
+6,318
100
$1.26M 0.26%
+55,396
2 3
4
5 6