RCIM

Red Cedar Investment Management Portfolio holdings

AUM $926M
1-Year Est. Return 23.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$16.1M
3
+$13.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.88M

Top Sells

1
+$32.6M
2
+$32.1M
3
+$7.02M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.18M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.64M

Sector Composition

1 Technology 6.76%
2 Financials 3.78%
3 Industrials 2.79%
4 Healthcare 2.43%
5 Materials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 0.68%
+8,723
27
$5.06M 0.64%
200,000
28
$5.05M 0.64%
27,210
29
$4.39M 0.55%
4,431
30
$4.26M 0.54%
11,610
31
$4.22M 0.53%
269,925
+43,114
32
$4.15M 0.52%
14,206
33
$4.12M 0.52%
44,897
34
$4.06M 0.51%
184,379
35
$4.05M 0.51%
152,414
+45,934
36
$3.96M 0.5%
14,523
-1,459
37
$3.75M 0.47%
31,496
+5,039
38
$3.7M 0.47%
3,526
39
$3.68M 0.46%
23,105
40
$3.47M 0.44%
23,761
+6,758
41
$3.36M 0.42%
9,461
42
$3.24M 0.41%
22,290
43
$3.13M 0.4%
19,650
44
$3.06M 0.39%
+10,950
45
$2.99M 0.38%
12,544
-4,236
46
$2.97M 0.37%
13,578
47
$2.75M 0.35%
6,942
48
$2.45M 0.31%
11,921
49
$2.43M 0.31%
7,628
50
$2.35M 0.3%
7,858
1
2
3 4