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
$427M
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$38.5M
3
+$30.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$25.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.44M

Top Sells

1
+$23.3M
2
+$14.8M
3
+$12.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$11.4M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$5.68M

Sector Composition

1 Technology 2.55%
2 Healthcare 1.5%
3 Financials 1.23%
4 Industrials 1.2%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$561K 0.13%
+3,115
52
$553K 0.13%
15,180
53
$541K 0.13%
+10,703
54
$538K 0.13%
+5,112
55
$529K 0.12%
9,678
+7,993
56
$527K 0.12%
+3,514
57
$523K 0.12%
+5,716
58
$513K 0.12%
5,805
59
$512K 0.12%
16,578
60
$509K 0.12%
9,362
61
$476K 0.11%
+9,308
62
$449K 0.11%
+5,150
63
$441K 0.1%
7,297
+3,987
64
$413K 0.1%
+6,208
65
$406K 0.1%
+17,082
66
$388K 0.09%
+1,278
67
$375K 0.09%
+2,033
68
$368K 0.09%
+5,280
69
$361K 0.08%
+3,410
70
$359K 0.08%
+4,309
71
$354K 0.08%
+4,361
72
$345K 0.08%
+2,452
73
$325K 0.08%
+3,647
74
$316K 0.07%
+24,531
75
$315K 0.07%
+3,211
1 2
3
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