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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
201
$1.19M 0.13%
+14,293
202
$1.19M 0.13%
+5,500
203
$1.19M 0.13%
4,578
-586
204
$1.19M 0.13%
11,052
-1,533
205
$1.19M 0.13%
9,475
-3,544
206
$1.19M 0.13%
23,337
+22,024
207
$1.18M 0.13%
39,154
-8,599
208
$1.18M 0.13%
+17,819
209
$1.18M 0.13%
+14,334
210
$1.18M 0.13%
+9,208
211
$1.18M 0.13%
20,587
-6,020
212
$1.18M 0.13%
26,092
-13,137
213
$1.16M 0.13%
6,262
-690
214
$1.16M 0.13%
13,062
-115,976
215
$1.14M 0.12%
24,633
-9,915
216
$1.13M 0.12%
+10,779
217
$1.13M 0.12%
33,423
-137,904
218
$1.08M 0.12%
19,613
-10,213
219
$1.08M 0.12%
59,104
-13,244
220
$1.08M 0.12%
14,786
-6,141
221
$1.08M 0.12%
41,323
-20,610
222
$1.06M 0.12%
+32,579
223
$1.06M 0.11%
34,704
-8,800
224
$1.05M 0.11%
45,878
-14,086
225
$1.04M 0.11%
6,801
-580
7 8
9
10 11