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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
126
$1.25M 0.14%
9,023
-3,180
127
$1.24M 0.13%
125,643
-75,532
128
$1.24M 0.13%
+35,856
129
$1.24M 0.13%
16,292
-10,186
130
$1.24M 0.13%
14,656
-10,225
131
$1.23M 0.13%
38,622
-4,355
132
$1.23M 0.13%
5,599
-1,775
133
$1.23M 0.13%
+15,857
134
$1.23M 0.13%
1,919
-685
135
$1.23M 0.13%
14,866
-2,418
136
$1.22M 0.13%
10,959
-2,305
137
$1.22M 0.13%
8,637
-2,474
138
$1.22M 0.13%
5,247
-1,558
139
$1.22M 0.13%
2,602
-81
140
$1.21M 0.13%
13,353
-5,255
141
$1.21M 0.13%
19,917
-8,385
142
$1.21M 0.13%
17,076
-3,378
143
$1.21M 0.13%
38,301
-9,519
144
$1.21M 0.13%
+4,648
145
$1.21M 0.13%
+14,675
146
$1.21M 0.13%
1,965
-1,318
147
$1.21M 0.13%
+1,914
148
$1.21M 0.13%
+54,733
149
$1.21M 0.13%
17,974
-628
150
$1.2M 0.13%
+7,106
4 5
6
7 8