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
$788M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.99M
3
+$1.45M
4
NEM icon
Newmont
NEM
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.26M

Top Sells

1
+$2.83M
2
+$1.46M
3
+$1.09M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$993K

Sector Composition

1 Technology 6.55%
2 Healthcare 3.48%
3 Industrials 3.3%
4 Financials 2.51%
5 Real Estate 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 0.56%
38,559
27
$4.33M 0.55%
14,206
28
$4.31M 0.55%
205,068
29
$4.24M 0.54%
11,294
+17
30
$4.19M 0.53%
28,483
+281
31
$4.16M 0.53%
16,404
32
$4.14M 0.52%
40,848
33
$4.05M 0.51%
44,897
34
$3.93M 0.5%
4,431
35
$3.91M 0.5%
17,521
36
$3.63M 0.46%
6,942
37
$3.17M 0.4%
21,498
38
$3.11M 0.39%
3,840
+1,382
39
$3.04M 0.39%
5,195
40
$2.94M 0.37%
22,986
+15,547
41
$2.89M 0.37%
21,562
42
$2.88M 0.37%
34,445
+24,215
43
$2.78M 0.35%
7,858
44
$2.78M 0.35%
11,921
45
$2.65M 0.34%
31,342
+9,771
46
$2.58M 0.33%
11,596
47
$2.44M 0.31%
8,076
48
$2.21M 0.28%
16,390
-5,076
49
$2.09M 0.26%
28,336
50
$2.03M 0.26%
11,734
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