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
$773M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$30.3M
3
+$19.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.1M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$10.8M

Top Sells

1
+$30.2M
2
+$15.2M
3
+$11.3M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.61M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$5.03M

Sector Composition

1 Technology 2.1%
2 Financials 1.82%
3 Industrials 1.24%
4 Healthcare 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.34%
17,211
+2,450
27
$2.57M 0.33%
23,498
+7,213
28
$2.49M 0.32%
3,304
+9
29
$2.48M 0.32%
11,199
+24
30
$2.41M 0.31%
6,768
+26
31
$2.23M 0.29%
20,230
+2,870
32
$2.14M 0.28%
29,405
+18,148
33
$2.13M 0.28%
12,132
+1,096
34
$2.11M 0.27%
19,485
35
$2.07M 0.27%
25,125
36
$2.02M 0.26%
26,660
-776
37
$1.94M 0.25%
12,523
38
$1.92M 0.25%
26,812
+14,549
39
$1.86M 0.24%
5,013
-863
40
$1.8M 0.23%
21,076
+56
41
$1.78M 0.23%
8,056
42
$1.67M 0.22%
12,592
+40
43
$1.57M 0.2%
62,346
-14,206
44
$1.43M 0.18%
6,132
+1,798
45
$1.42M 0.18%
13,800
+2,780
46
$1.34M 0.17%
+11,795
47
$1.34M 0.17%
4,382
-3,547
48
$1.29M 0.17%
4,102
+1,239
49
$1.18M 0.15%
4,264
+23
50
$1.13M 0.15%
6,578
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