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
$801M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$8.28M
3
+$4.46M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.14M
5
META icon
Meta Platforms (Facebook)
META
+$4.03M

Top Sells

1
+$8.24M
2
+$2.56M
3
+$2M
4
PEP icon
PepsiCo
PEP
+$1.41M
5
SBUX icon
Starbucks
SBUX
+$1.32M

Sector Composition

1 Technology 6.38%
2 Healthcare 3.33%
3 Industrials 3.17%
4 Financials 2.19%
5 Energy 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 0.58%
10,522
27
$4.52M 0.56%
205,068
-373,539
28
$4.45M 0.56%
11,610
29
$4.44M 0.55%
19,071
+831
30
$4.38M 0.55%
21,258
31
$4.32M 0.54%
32,761
+1,531
32
$4.26M 0.53%
11,900
+7,290
33
$4.03M 0.5%
+8,301
34
$4M 0.5%
40,848
35
$3.9M 0.49%
23,872
+16,424
36
$3.76M 0.47%
10,853
37
$3.66M 0.46%
21,466
38
$3.44M 0.43%
39,743
39
$3.44M 0.43%
27,976
40
$3.39M 0.42%
21,498
-4,441
41
$3.22M 0.4%
44,897
42
$3.08M 0.38%
3,728
+1,722
43
$2.99M 0.37%
15,096
44
$2.92M 0.36%
18,664
+11,430
45
$2.84M 0.35%
11,113
46
$2.79M 0.35%
39,815
47
$2.71M 0.34%
9,724
48
$2.65M 0.33%
3,617
+1,848
49
$2.58M 0.32%
26,590
+18,440
50
$2.57M 0.32%
19,743
+11,565
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