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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
$612M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$14.5M
3
+$10.5M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.11M
5
SQEW
LeaderShares Equity Skew ETF
SQEW
+$4.82M

Top Sells

1
+$16.5M
2
+$8M
3
+$7.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.77M

Sector Composition

1 Technology 10.29%
2 Financials 9.72%
3 Consumer Discretionary 8.41%
4 Industrials 7.44%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 5.31%
937,103
+138,466
2
$30.6M 5%
356,810
+123,668
3
$30.2M 4.94%
924,142
+138,485
4
$23.7M 3.87%
266,438
+93,095
5
$22.6M 3.7%
611,171
+132,508
6
$21M 3.43%
+834,458
7
$16.6M 2.72%
427,614
+42,686
8
$15M 2.45%
+362,224
9
$7.06M 1.15%
61,225
-143,976
10
$6.78M 1.11%
50,428
-43,765
11
$5.75M 0.94%
111,522
+55,937
12
$5.61M 0.92%
49,618
13
$5.6M 0.92%
14,218
+3,580
14
$5.55M 0.91%
19,966
+3,395
15
$5.32M 0.87%
23,616
16
$5.03M 0.82%
213,988
-3,853
17
$4.94M 0.81%
63,422
+7,950
18
$4.91M 0.8%
+20,776
19
$4.85M 0.79%
19,483
+2,954
20
$4.83M 0.79%
22,311
+3,158
21
$4.81M 0.79%
146,994
+16,184
22
$4.8M 0.79%
140,725
+23,199
23
$4.79M 0.78%
34,978
+3,502
24
$4.78M 0.78%
35,050
25
$4.74M 0.78%
41,651
+6,989
1
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