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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
1
$107M 11.53%
173,915
+54,958
2
$75.4M 8.16%
622,529
+341,336
3
$55.8M 6.04%
1,246,840
-351,717
4
$48.6M 5.27%
520,917
+54,801
5
$34.9M 3.78%
333,874
+28,693
6
$34.6M 3.74%
835,147
-154,859
7
$30.4M 3.3%
50,700
-2,830
8
$18.4M 1.99%
403,635
-118,803
9
$18.2M 1.97%
127,388
-37,495
10
$11.5M 1.25%
507,719
-23,288
11
$10.7M 1.16%
42,032
-6,024
12
$10.3M 1.12%
19,978
-8
13
$10M 1.08%
166,935
+22,164
14
$8.81M 0.95%
47,244
+5,494
15
$8.01M 0.87%
297,085
+468
16
$6.75M 0.73%
22,987
+14,232
17
$6.33M 0.69%
26,146
+4,599
18
$5.98M 0.65%
28,673
+26,483
19
$5.98M 0.65%
9,120
-2,905
20
$5.65M 0.61%
23,252
+2,777
21
$5.04M 0.55%
60,484
+56,127
22
$4.94M 0.53%
22,488
+2,790
23
$4.72M 0.51%
87,178
-176,132
24
$4.72M 0.51%
24,251
+3,230
25
$4.69M 0.51%
100,372
+9,209
1
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