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
$669M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$32.1M
3
+$25M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$9.46M

Top Sells

1
+$33.7M
2
+$29.9M
3
+$10.5M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.62M

Sector Composition

1 Technology 2.48%
2 Financials 1.61%
3 Healthcare 1.39%
4 Industrials 1.36%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.35%
13,295
27
$2.28M 0.34%
11,175
+1,777
28
$2.12M 0.32%
27,436
29
$2.11M 0.31%
7,929
-2,036
30
$2.09M 0.31%
25,125
31
$2.09M 0.31%
19,485
+16,399
32
$2.06M 0.31%
5,876
33
$2.03M 0.3%
12,440
-6,760
34
$1.88M 0.28%
14,761
+4,562
35
$1.87M 0.28%
76,552
36
$1.86M 0.28%
21,020
37
$1.85M 0.28%
12,523
+2,623
38
$1.78M 0.27%
12,552
39
$1.74M 0.26%
+16,285
40
$1.74M 0.26%
17,360
+10,113
41
$1.68M 0.25%
8,056
42
$1.64M 0.25%
+11,036
43
$1.55M 0.23%
16,897
-6,518
44
$1.55M 0.23%
+16,843
45
$1.33M 0.2%
4,863
46
$1.14M 0.17%
7,715
47
$1.11M 0.17%
4,241
48
$1.1M 0.17%
4,509
49
$1.05M 0.16%
6,578
50
$966K 0.14%
11,020
-2,960
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