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
151
$1.66M 0.17%
65,525
-76,112
152
$1.66M 0.17%
+13,627
153
$1.66M 0.17%
+18,846
154
$1.66M 0.17%
8,889
-1,645
155
$1.66M 0.17%
+40,258
156
$1.66M 0.17%
8,956
-420
157
$1.66M 0.17%
44,153
+89
158
$1.66M 0.17%
63,049
-1,865
159
$1.66M 0.17%
+11,210
160
$1.65M 0.17%
+7,231
161
$1.65M 0.17%
+13,105
162
$1.65M 0.17%
8,789
+842
163
$1.65M 0.17%
19,492
+1,981
164
$1.65M 0.17%
+3,719
165
$1.65M 0.17%
21,269
-5,623
166
$1.65M 0.17%
+27,709
167
$1.65M 0.17%
+11,890
168
$1.65M 0.17%
46,099
+1,959
169
$1.65M 0.17%
25,920
-2,310
170
$1.65M 0.17%
9,909
-1,024
171
$1.65M 0.17%
+7,307
172
$1.65M 0.17%
10,022
-1,596
173
$1.65M 0.17%
22,915
+642
174
$1.65M 0.17%
+37,567
175
$1.65M 0.17%
3,506
+606
5 6
7
8 9