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
$547M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$33.7M
3
+$32.4M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$11.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.39M

Top Sells

1
+$25.4M
2
+$17.1M
3
+$15M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.61M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$7.65M

Sector Composition

1 Technology 3.35%
2 Consumer Discretionary 1.74%
3 Healthcare 1.36%
4 Industrials 1.31%
5 Financials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.38%
+25,125
27
$2.05M 0.37%
106,874
28
$1.92M 0.35%
23,415
+6,833
29
$1.9M 0.35%
27,436
+10,436
30
$1.86M 0.34%
17,105
+11,389
31
$1.86M 0.34%
3,295
+1,151
32
$1.83M 0.33%
5,876
+1,479
33
$1.82M 0.33%
9,398
+3,306
34
$1.75M 0.32%
21,020
+14,812
35
$1.75M 0.32%
+6,675
36
$1.73M 0.32%
76,552
+21,924
37
$1.59M 0.29%
8,056
+852
38
$1.58M 0.29%
12,552
+9,341
39
$1.56M 0.29%
6,155
+1,531
40
$1.45M 0.26%
4,863
+2,286
41
$1.33M 0.24%
13,187
+5,805
42
$1.22M 0.22%
7,362
+2,323
43
$1.16M 0.21%
9,900
+3,612
44
$1.16M 0.21%
+19,950
45
$1.09M 0.2%
6,578
-981
46
$1.07M 0.2%
7,715
+1,691
47
$1.05M 0.19%
4,509
+2,904
48
$1.02M 0.19%
13,980
+4,420
49
$1.01M 0.19%
9,115
+3,965
50
$998K 0.18%
2,797
+882
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