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
$657M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.18M
3
+$1.05M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.05M
5
ACN icon
Accenture
ACN
+$939K

Top Sells

1
+$20.9M
2
+$4.69M
3
+$3.7M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.65M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.55M

Sector Composition

1 Technology 5.4%
2 Healthcare 2.71%
3 Industrials 2.61%
4 Financials 2.14%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 0.56%
18,742
27
$3.57M 0.54%
11,501
28
$3.57M 0.54%
19,274
29
$3.47M 0.53%
30,112
+7,367
30
$3.46M 0.53%
10,424
31
$3.43M 0.52%
23,614
32
$3.32M 0.5%
10,749
+3,042
33
$3.13M 0.48%
31,584
34
$3.12M 0.48%
44,468
+1,050
35
$3.1M 0.47%
27,716
-5,764
36
$3.1M 0.47%
16,480
37
$2.98M 0.45%
6,209
38
$2.91M 0.44%
14,962
39
$2.88M 0.44%
39,455
+413
40
$2.61M 0.4%
5,879
+3,814
41
$2.37M 0.36%
6,067
+1,603
42
$2.13M 0.32%
8,534
43
$2.02M 0.31%
10,992
44
$1.99M 0.3%
6,659
45
$1.96M 0.3%
16,741
46
$1.85M 0.28%
10,648
47
$1.83M 0.28%
58,093
48
$1.76M 0.27%
11,622
49
$1.69M 0.26%
3,702
50
$1.57M 0.24%
8,755
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