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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
151
$1.2M 0.13%
15,474
-1,419
152
$1.2M 0.13%
+22,760
153
$1.2M 0.13%
14,743
-3,302
154
$1.2M 0.13%
+3,078
155
$1.2M 0.13%
+12,743
156
$1.2M 0.13%
9,017
-1,787
157
$1.2M 0.13%
17,086
-4,075
158
$1.2M 0.13%
6,375
-2,189
159
$1.2M 0.13%
28,655
-8,318
160
$1.2M 0.13%
+27,344
161
$1.2M 0.13%
9,099
-3,748
162
$1.2M 0.13%
38,216
-16,256
163
$1.2M 0.13%
+1,584
164
$1.2M 0.13%
2,197
-712
165
$1.2M 0.13%
5,032
-1,934
166
$1.2M 0.13%
4,322
-707
167
$1.2M 0.13%
+2,441
168
$1.2M 0.13%
+20,078
169
$1.2M 0.13%
29,028
-2,151
170
$1.2M 0.13%
+9,781
171
$1.2M 0.13%
8,003
-2,375
172
$1.2M 0.13%
5,517
-760
173
$1.2M 0.13%
7,396
-1,040
174
$1.2M 0.13%
+6,704
175
$1.2M 0.13%
1,843
-693
5 6
7
8 9