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
$766M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$30.8M
3
+$16.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.18M

Top Sells

1
+$31.6M
2
+$25.8M
3
+$21.8M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$9.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.44M

Sector Composition

1 Technology 2.7%
2 Financials 1.67%
3 Healthcare 1.26%
4 Industrials 1.23%
5 Real Estate 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 0.4%
13,295
27
$2.85M 0.37%
21,320
+2,240
28
$2.82M 0.37%
17,211
29
$2.77M 0.36%
3,304
+434
30
$2.59M 0.34%
23,498
+4,019
31
$2.1M 0.27%
19,485
+3,273
32
$2.1M 0.27%
12,523
33
$2.1M 0.27%
18,636
+8,129
34
$2.07M 0.27%
20,377
+7,276
35
$2.04M 0.27%
10,420
-1,712
36
$2M 0.26%
6,245
+1,981
37
$1.72M 0.22%
13,671
+5,322
38
$1.62M 0.21%
6,132
39
$1.61M 0.21%
14,008
+10,926
40
$1.53M 0.2%
11,795
+3,125
41
$1.46M 0.19%
20,748
-3,025
42
$1.45M 0.19%
21,245
+16,534
43
$1.44M 0.19%
4,382
44
$1.42M 0.19%
18,110
+4,370
45
$1.41M 0.18%
6,111
+1,380
46
$1.4M 0.18%
+9,350
47
$1.36M 0.18%
+6,346
48
$1.33M 0.17%
16,997
49
$1.33M 0.17%
3,403
-1,610
50
$1.25M 0.16%
6,054
-3,368
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