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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
101
$1.37M 0.15%
29,990
-9,611
102
$1.37M 0.15%
49,098
-19,393
103
$1.37M 0.15%
10,062
-4,613
104
$1.37M 0.15%
16,760
-5,676
105
$1.36M 0.15%
22,230
-9,548
106
$1.36M 0.15%
113,649
-59,787
107
$1.35M 0.15%
17,542
-8,229
108
$1.35M 0.15%
18,120
-8,056
109
$1.34M 0.15%
17,703
-8,724
110
$1.33M 0.14%
+886
111
$1.32M 0.14%
+26,213
112
$1.32M 0.14%
15,817
-9,126
113
$1.31M 0.14%
17,619
-9,495
114
$1.31M 0.14%
9,451
-4,561
115
$1.31M 0.14%
+7,868
116
$1.31M 0.14%
20,340
-10,755
117
$1.3M 0.14%
46,067
-20,240
118
$1.3M 0.14%
+1,630
119
$1.28M 0.14%
97,660
-76,812
120
$1.27M 0.14%
2,546
-1,049
121
$1.27M 0.14%
+9,459
122
$1.26M 0.14%
+13,219
123
$1.26M 0.14%
+5,319
124
$1.26M 0.14%
6,865
-3,391
125
$1.26M 0.14%
15,069
-4,245
3 4
5
6 7