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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
$943M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$25.3M
3
+$16.1M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$11.4M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.8M

Top Sells

1
+$89.9M
2
+$7.26M
3
+$4.91M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$4.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.61M

Sector Composition

1 Technology 8.19%
2 Consumer Discretionary 6.84%
3 Financials 5.95%
4 Healthcare 4.82%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.22%
26,503
+724
77
$2.08M 0.22%
+101,605
78
$2.05M 0.22%
7,075
-1,498
79
$2.02M 0.21%
69,833
-4,585
80
$2M 0.21%
34,149
-2,018
81
$1.99M 0.21%
82,047
+6,898
82
$1.97M 0.21%
+31,435
83
$1.97M 0.21%
13,747
-151
84
$1.96M 0.21%
7,101
-647
85
$1.96M 0.21%
26,478
+206
86
$1.95M 0.21%
19,314
+2,402
87
$1.95M 0.21%
81,721
-448
88
$1.95M 0.21%
66,307
+62
89
$1.94M 0.21%
54,472
+1,710
90
$1.92M 0.2%
25,771
+742
91
$1.88M 0.2%
103,012
+22,320
92
$1.88M 0.2%
173,436
-4,859
93
$1.88M 0.2%
43,504
-4,660
94
$1.86M 0.2%
+18,836
95
$1.85M 0.2%
26,787
-1,944
96
$1.84M 0.19%
27,114
+7,972
97
$1.83M 0.19%
174,472
+32,377
98
$1.82M 0.19%
39,229
+5,937
99
$1.81M 0.19%
+24,943
100
$1.81M 0.19%
1,827
-401
2 3
4
5 6