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
$969M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.3M
3
+$3.51M
4
AAP icon
Advance Auto Parts
AAP
+$2.47M
5
CMA
Comerica
CMA
+$2.03M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$5.65M
4
ROG icon
Rogers Corp
ROG
+$3.56M
5
RBA icon
RB Global
RBA
+$3.54M

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.04%
3 Financials 7.87%
4 Industrials 7.47%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.84M 0.19%
+23,115
127
$1.8M 0.19%
+8,132
128
$1.79M 0.18%
+20,590
129
$1.76M 0.18%
+190,441
130
$1.75M 0.18%
13,016
-6,130
131
$1.75M 0.18%
47,583
-22,105
132
$1.74M 0.18%
645
+62
133
$1.74M 0.18%
+51,635
134
$1.7M 0.18%
+8,729
135
$1.7M 0.18%
681
+29
136
$1.7M 0.18%
47,824
-1,821
137
$1.7M 0.18%
59,578
+4,039
138
$1.69M 0.17%
+49,618
139
$1.69M 0.17%
+18,691
140
$1.69M 0.17%
17,704
+2,160
141
$1.69M 0.17%
+24,018
142
$1.69M 0.17%
24,154
+159
143
$1.68M 0.17%
29,270
-1,448
144
$1.68M 0.17%
+13,879
145
$1.68M 0.17%
3,648
+247
146
$1.68M 0.17%
3,930
-437
147
$1.68M 0.17%
5,522
-513
148
$1.66M 0.17%
15,261
+1,234
149
$1.66M 0.17%
+5,707
150
$1.66M 0.17%
10,126
-212
4 5
6
7 8