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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
+3.93%
1 Year Est. Return
+30.25%
3 Year Est. Return
+74.87%
5 Year Est. Return
+76.29%
10 Year Est. Return
–
AUM
$338M
AUM Growth
–
Cap. Flow
+$335M
Cap. Flow %
98.98%
Top 10 Hldgs %
78.17%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$48.4M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$40.4M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$34.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$26.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$23M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWO icon
26
iShares Russell 2000 Growth ETF
IWO
$15.1B
$22K 0.01%
+103
New +$22K
IWN icon
27
iShares Russell 2000 Value ETF
IWN
$14.6B
$19K 0.01%
+141
New +$19K
1
2

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TwinBeech Capital Purchase, New York $965M AUM 0.23% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
TFP
Triple Frond Partners San Francisco, California $963M AUM 27.45% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
MK
MASTERINVEST Kapitalanlage Vienna $962M AUM 27.59% 1-Year Est. Return
GHC
Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Red Cedar Investment Management's Q3 2018 Portfolio in Review

Q3 2018 is the first quarter with a 13F filing on record for Red Cedar Investment Management, which disclosed 27 positions worth $338M. Its ten largest holdings account for 78% of the portfolio.

Its largest position is iShares Russell 1000 Growth ETF: 1,278,632 shares worth $49.9M.

  • Red Cedar Investment Management's largest Q3 2018 buy was iShares Russell 1000 Growth ETF: 1,278,632 shares worth $49.9M.
  • Red Cedar Investment Management's ten largest holdings make up 78% of its $338M portfolio in Q3 2018.
  • Red Cedar Investment Management disclosed 27 positions in Q3 2018, its first 13F filing on record.

Based on Red Cedar Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.