RCIM

Red Cedar Investment Management Portfolio holdings

AUM $792M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$38.5M
3
+$30.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$25.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.44M

Top Sells

1
+$23.3M
2
+$14.8M
3
+$12.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$11.4M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$5.68M

Sector Composition

1 Technology 2.55%
2 Healthcare 1.5%
3 Financials 1.23%
4 Industrials 1.2%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.28%
+37,520
27
$1.17M 0.27%
+54,628
28
$1.17M 0.27%
+2,144
29
$1.09M 0.26%
+4,624
30
$1.08M 0.25%
10,628
-18,102
31
$1.07M 0.25%
+3,621
32
$1.06M 0.25%
+6,092
33
$1.03M 0.24%
+7,480
34
$1.02M 0.24%
+17,000
35
$1.01M 0.24%
+17,131
36
$973K 0.23%
+6,944
37
$970K 0.23%
+13,148
38
$909K 0.21%
+9,664
39
$904K 0.21%
+5,505
40
$877K 0.21%
+2,402
41
$872K 0.2%
+16,582
42
$801K 0.19%
+5,633
43
$797K 0.19%
+6,024
44
$771K 0.18%
+6,288
45
$771K 0.18%
+2,981
46
$691K 0.16%
+5,039
47
$689K 0.16%
+7,382
48
$678K 0.16%
+9,560
49
$639K 0.15%
+1,915
50
$622K 0.15%
+2,577
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