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
$634M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.37M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.61M

Top Sells

1
+$3.62M
2
+$3.02M
3
+$2.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
TGT icon
Target
TGT
+$1.02M

Sector Composition

1 Technology 2.89%
2 Healthcare 2.19%
3 Industrials 1.66%
4 Financials 1.41%
5 Consumer Staples 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 0.48%
17,118
+1,275
27
$2.96M 0.47%
8,099
+606
28
$2.67M 0.42%
5,029
-474
29
$2.62M 0.41%
22,697
+1,694
30
$2.59M 0.41%
19,906
-1,511
31
$2.51M 0.4%
9,512
+2,458
32
$2.46M 0.39%
7,779
+570
33
$2.41M 0.38%
13,338
+987
34
$2.21M 0.35%
7,092
+1,465
35
$2.12M 0.33%
15,803
+1,421
36
$2.07M 0.33%
8,029
+1,838
37
$2.05M 0.32%
28,759
+1,847
38
$1.79M 0.28%
10,840
+682
39
$1.74M 0.27%
17,505
+12,301
40
$1.73M 0.27%
18,548
+1,950
41
$1.69M 0.27%
33,027
+3,608
42
$1.66M 0.26%
3,045
+138
43
$1.65M 0.26%
10,506
+1,233
44
$1.5M 0.24%
11,822
+785
45
$1.45M 0.23%
21,747
+17,342
46
$1.38M 0.22%
8,428
+704
47
$1.38M 0.22%
5,562
+1,959
48
$1.25M 0.2%
+11,252
49
$1.18M 0.19%
7,810
+3,073
50
$1.16M 0.18%
4,355
-868
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