RCIM

Red Cedar Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 30.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.93M
3
+$2.35M
4
NEM icon
Newmont
NEM
+$1.99M
5
GS icon
Goldman Sachs
GS
+$1.94M

Top Sells

1
+$5.97M
2
+$5.65M
3
+$2.97M
4
ACN icon
Accenture
ACN
+$2.35M
5
LMT icon
Lockheed Martin
LMT
+$1.3M

Sector Composition

1 Technology 6.97%
2 Financials 3.79%
3 Industrials 2.91%
4 Healthcare 2.5%
5 Materials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.3M 0.74%
27,210
27
$6.1M 0.71%
8,301
28
$6.01M 0.7%
9,025
+302
29
$5.56M 0.65%
159,375
+6,961
30
$5.51M 0.65%
32,673
+1,177
31
$5.48M 0.64%
220,596
-49,329
32
$4.76M 0.56%
89,483
+58,871
33
$4.7M 0.55%
11,610
34
$4.32M 0.51%
14,206
35
$4.28M 0.5%
8,714
-1,808
36
$4.27M 0.5%
14,523
37
$4.25M 0.5%
44,897
38
$4.24M 0.5%
184,379
39
$4.11M 0.48%
3,526
40
$4.1M 0.48%
4,431
41
$3.84M 0.45%
23,105
42
$3.64M 0.43%
20,440
+5,455
43
$3.23M 0.38%
9,461
44
$3.22M 0.38%
43,800
45
$3.1M 0.36%
21,448
+4,707
46
$3.08M 0.36%
12,544
47
$3.04M 0.36%
11,921
48
$3.02M 0.35%
19,650
49
$2.57M 0.3%
6,942
50
$2.53M 0.3%
7,628
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