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
$835M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$3.99M
3
+$3.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.54M
5
HD icon
Home Depot
HD
+$1.17M

Top Sells

1
+$6.06M
2
+$4.66M
3
+$3.57M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.14M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$992K

Sector Composition

1 Technology 3.18%
2 Healthcare 1.44%
3 Real Estate 1.4%
4 Financials 1.36%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 0.43%
26,421
+7,785
27
$3.38M 0.4%
138,354
28
$3.09M 0.37%
21,320
29
$2.99M 0.36%
7,209
+2,827
30
$2.87M 0.34%
17,032
+3,361
31
$2.75M 0.33%
23,498
32
$2.73M 0.33%
17,211
33
$2.71M 0.32%
23,119
+2,742
34
$2.7M 0.32%
11,660
-1,635
35
$2.64M 0.32%
19,485
36
$2.59M 0.31%
6,245
37
$2.47M 0.3%
12,300
+1,880
38
$2.33M 0.28%
2,544
-760
39
$2.29M 0.27%
14,336
+2,541
40
$2.19M 0.26%
37,071
+12,898
41
$2.15M 0.26%
14,008
42
$2.14M 0.26%
4,265
+862
43
$1.85M 0.22%
6,132
44
$1.73M 0.21%
21,245
45
$1.72M 0.21%
9,755
-2,768
46
$1.7M 0.2%
8,142
+1,564
47
$1.69M 0.2%
6,111
48
$1.66M 0.2%
17,764
+767
49
$1.64M 0.2%
5,150
+1,048
50
$1.62M 0.19%
9,350
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