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
$476M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.9M
3
+$7.55M
4
MSFT icon
Microsoft
MSFT
+$5.66M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.35M

Top Sells

1
+$12.3M
2
+$7.74M
3
+$6.37M
4
KSS icon
Kohl's
KSS
+$5.91M
5
SYF icon
Synchrony
SYF
+$5.74M

Sector Composition

1 Technology 12.44%
2 Consumer Discretionary 8.68%
3 Financials 8.18%
4 Industrials 6.49%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-6,302
202
– –
-36,652
203
– –
-3,593
204
– –
-4,003
205
– –
-171,307
206
– –
-4,947
207
– –
-118,403
208
– –
-4,709
209
– –
-2,534
210
– –
-5,843
211
– –
-9,395
212
– –
-46,517
213
– –
-127,735
214
– –
-109,100
215
– –
-16,005
216
– –
-60,392
217
– –
-3,441
218
– –
-15,909
219
– –
-24,792
220
– –
-33,917
221
– –
-61,958
222
– –
-29,195
223
– –
-12,468
224
– –
-4,641
225
– –
-12,112
7 8
9
10 11