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RCIM

Red Cedar Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 30.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$16.4M
3
+$13.6M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$11.1M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$9.7M

Top Sells

1
+$12M
2
+$5.43M
3
+$5.19M
4
KGC icon
Kinross Gold
KGC
+$4.94M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.7M

Sector Composition

1 Technology 5.33%
2 Financials 2.91%
3 Industrials 2.8%
4 Energy 2.69%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$887B
$8.15M 0.85%
27,711
-578
MSFT icon
27
Microsoft
MSFT
$2.93T
$7.8M 0.81%
21,078
-2,547
COPX icon
28
Global X Copper Miners ETF NEW
COPX
$8.28B
$7.53M 0.78%
98,674
-25,803
RTX icon
29
RTX Corp
RTX
$247B
$7.45M 0.77%
38,621
-251
CFG icon
30
Citizens Financial Group
CFG
$28.2B
$6.27M 0.65%
104,511
-672
XOM icon
31
Exxon Mobil
XOM
$588B
$6.19M 0.64%
36,509
+23,913
ETN icon
32
Eaton
ETN
$158B
$6.05M 0.63%
16,920
-110
JNJ icon
33
Johnson & Johnson
JNJ
$567B
$5.9M 0.61%
24,128
+7,666
ABBV icon
34
AbbVie
ABBV
$392B
$5.88M 0.61%
27,046
-164
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$5.87M 0.61%
9,025
SLB icon
36
SLB Ltd
SLB
$80.3B
$5.38M 0.56%
+104,700
ADI icon
37
Analog Devices
ADI
$203B
$5.34M 0.55%
16,775
+4,231
WELL icon
38
Welltower
WELL
$150B
$5.28M 0.55%
26,713
-169
CSCO icon
39
Cisco
CSCO
$471B
$5.16M 0.54%
66,531
+12,289
NEE icon
40
NextEra Energy
NEE
$180B
$4.89M 0.51%
52,692
+21,350
CVX icon
41
Chevron
CVX
$359B
$4.85M 0.5%
23,441
+12,099
MSI icon
42
Motorola Solutions
MSI
$68.3B
$4.77M 0.49%
10,994
-76
MCD icon
43
McDonald's
MCD
$205B
$4.39M 0.46%
14,120
-86
COST icon
44
Costco
COST
$438B
$4.38M 0.45%
4,399
-32
SO icon
45
Southern Company
SO
$106B
$4.31M 0.45%
44,607
-290
VTHR icon
46
Vanguard Russell 3000 ETF
VTHR
$4.69B
$4.11M 0.43%
14,276
-247
HD icon
47
Home Depot
HD
$329B
$3.79M 0.39%
11,536
-74
MAR icon
48
Marriott International
MAR
$106B
$3.65M 0.38%
11,148
+2,737
TJX icon
49
TJX Companies
TJX
$185B
$3.4M 0.35%
21,293
-155
GS icon
50
Goldman Sachs
GS
$317B
$3.21M 0.33%
3,789
-23
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