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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
76
$2.06M 0.22%
18,077
+2,007
77
$1.82M 0.2%
2,717
+176
78
$1.8M 0.2%
18,937
+1,978
79
$1.77M 0.19%
1,908
+81
80
$1.74M 0.19%
15,455
-1,124
81
$1.71M 0.18%
29,650
+2,774
82
$1.7M 0.18%
2,226
+181
83
$1.7M 0.18%
20,225
-6,278
84
$1.69M 0.18%
44,604
+5,734
85
$1.65M 0.18%
8,420
+692
86
$1.62M 0.18%
24,465
-9,684
87
$1.54M 0.17%
4,501
+712
88
$1.5M 0.16%
16,120
89
$1.5M 0.16%
58,668
-23,379
90
$1.49M 0.16%
26,962
+342
91
$1.47M 0.16%
24,109
-7,103
92
$1.47M 0.16%
5,213
+3,983
93
$1.46M 0.16%
27,355
+3,231
94
$1.45M 0.16%
20,373
-7,078
95
$1.42M 0.15%
18,891
-7,896
96
$1.42M 0.15%
32,203
-11,301
97
$1.4M 0.15%
73,232
-21,906
98
$1.4M 0.15%
49,576
-20,257
99
$1.38M 0.15%
56,860
-46,152
100
$1.38M 0.15%
3,968
-1,144
2 3
4
5 6