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
$654M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.27M
3
+$7.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.19M

Top Sells

1
+$6.19M
2
+$3.98M
3
+$3.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.7M
5
WM icon
Waste Management
WM
+$1.25M

Sector Composition

1 Technology 5.29%
2 Healthcare 2.88%
3 Industrials 2.32%
4 Financials 2.26%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 0.62%
21,258
+4,778
27
$3.84M 0.59%
40,848
-9,880
28
$3.56M 0.55%
13,091
+136
29
$3.55M 0.54%
18,612
-130
30
$3.51M 0.54%
11,610
+109
31
$3.47M 0.53%
10,522
+98
32
$3.46M 0.53%
23,843
+229
33
$3.33M 0.51%
10,853
+104
34
$3.3M 0.5%
19,448
+174
35
$3.23M 0.49%
27,976
+260
36
$3.22M 0.49%
31,230
+1,118
37
$3.16M 0.48%
6,267
+58
38
$3.04M 0.47%
21,466
+4,725
39
$2.91M 0.45%
31,883
+299
40
$2.91M 0.44%
44,897
+429
41
$2.79M 0.43%
7,155
+1,088
42
$2.76M 0.42%
39,815
+360
43
$2.64M 0.4%
15,096
+134
44
$2.24M 0.34%
11,113
+121
45
$2.24M 0.34%
9,724
+4,753
46
$1.98M 0.3%
8,611
+77
47
$1.98M 0.3%
6,996
+337
48
$1.71M 0.26%
11,734
+112
49
$1.71M 0.26%
58,606
+513
50
$1.44M 0.22%
25,747
+228
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