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
$694M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.04M
3
+$1.03M
4
PSX icon
Phillips 66
PSX
+$992K
5
MSI icon
Motorola Solutions
MSI
+$840K

Top Sells

1
+$9.04M
2
+$7.35M
3
+$3.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.63M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.28M

Sector Composition

1 Technology 6.33%
2 Healthcare 2.9%
3 Industrials 2.66%
4 Financials 2.25%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 0.6%
24,379
+536
27
$4.06M 0.58%
40,848
28
$4.03M 0.58%
21,258
29
$4.02M 0.58%
11,610
30
$4M 0.58%
10,522
31
$3.89M 0.56%
18,240
-372
32
$3.87M 0.56%
25,939
33
$3.81M 0.55%
10,853
34
$3.46M 0.5%
6,573
+306
35
$3.4M 0.49%
31,230
36
$3.33M 0.48%
27,976
37
$3.3M 0.48%
19,448
38
$3.15M 0.45%
44,897
39
$3.1M 0.45%
39,743
-29,193
40
$3M 0.43%
15,096
41
$2.88M 0.42%
39,815
42
$2.79M 0.4%
21,466
43
$2.53M 0.36%
9,724
44
$2.53M 0.36%
11,113
45
$2.38M 0.34%
24,815
-7,068
46
$2.26M 0.32%
8,611
47
$2.1M 0.3%
8,076
+3,038
48
$1.87M 0.27%
58,606
49
$1.72M 0.25%
11,734
50
$1.71M 0.25%
+11,838
1
2
3 4