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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
$332M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$14M
3
+$5.98M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$5.61M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.4M

Top Sells

1
+$2.65M
2
+$2.44M
3
+$2.4M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.19M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$921K

Sector Composition

1 Consumer Discretionary 18.91%
2 Financials 7.66%
3 Industrials 7.08%
4 Technology 4.67%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.7M 16.74%
+461,453
2
$30.9M 9.28%
360,264
+69,218
3
$14M 4.21%
+137,787
4
$10.9M 3.29%
211,742
+107,592
5
$10.6M 3.19%
282,644
+143,924
6
$5.69M 1.71%
89,771
+15,380
7
$4.83M 1.45%
132,792
+15,252
8
$4.75M 1.43%
216,701
-20,224
9
$4.71M 1.42%
358,904
-14,008
10
$4.6M 1.38%
87,438
-6,683
11
$4.58M 1.38%
184,734
-3,617
12
$4.58M 1.38%
68,993
-8,890
13
$4.58M 1.38%
69,987
+2,771
14
$4.58M 1.38%
53,815
-4,974
15
$4.58M 1.38%
144,264
-15,748
16
$4.58M 1.38%
107,016
+7,871
17
$4.58M 1.38%
112,559
-3,210
18
$4.57M 1.38%
62,561
-11,275
19
$4.57M 1.37%
38,515
-3,932
20
$4.56M 1.37%
76,974
-11,876
21
$4.56M 1.37%
33,562
-2,337
22
$4.56M 1.37%
100,890
-6,041
23
$4.56M 1.37%
38,772
-1,378
24
$4.56M 1.37%
154,612
+9,216
25
$4.56M 1.37%
100,119
-3,995
1
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