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
$647M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$10.7M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.68M
5
AVGO icon
Broadcom
AVGO
+$1.56M

Top Sells

1
+$17M
2
+$15.1M
3
+$14.5M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$13.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.96M

Sector Composition

1 Technology 4.97%
2 Healthcare 2.72%
3 Industrials 2.45%
4 Financials 2.04%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.59%
33,480
+10,783
27
$3.71M 0.57%
12,955
+4,926
28
$3.51M 0.54%
19,274
+5,936
29
$3.44M 0.53%
18,742
+803
30
$3.39M 0.52%
11,501
+3,722
31
$3.29M 0.51%
31,584
+14,079
32
$3.19M 0.49%
10,424
+3,332
33
$3.08M 0.48%
23,614
+7,811
34
$3.02M 0.47%
43,418
+14,659
35
$2.95M 0.46%
14,962
+6,534
36
$2.93M 0.45%
6,209
+1,180
37
$2.74M 0.42%
16,480
+5,640
38
$2.72M 0.42%
39,042
+17,295
39
$2.67M 0.41%
15,582
+5,076
40
$2.5M 0.39%
10,958
+5,396
41
$2.42M 0.37%
22,745
+11,493
42
$2.34M 0.36%
16,741
+4,919
43
$2.2M 0.34%
7,707
+3,352
44
$2.14M 0.33%
10,992
+5,942
45
$2.08M 0.32%
8,534
+4,318
46
$2M 0.31%
48,986
+15,959
47
$1.91M 0.3%
6,659
+3,488
48
$1.89M 0.29%
58,093
+41,633
49
$1.74M 0.27%
10,648
+3,690
50
$1.73M 0.27%
11,622
+3,812
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