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
$669M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$32.1M
3
+$25M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$9.46M

Top Sells

1
+$33.7M
2
+$29.9M
3
+$10.5M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.62M

Sector Composition

1 Technology 2.48%
2 Financials 1.61%
3 Healthcare 1.39%
4 Industrials 1.36%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$919K 0.14%
2,058
-739
52
$910K 0.14%
+7,767
53
$900K 0.13%
6,453
54
$866K 0.13%
15,795
+11,517
55
$846K 0.13%
8,487
-4,700
56
$845K 0.13%
+22,947
57
$842K 0.13%
+4,334
58
$799K 0.12%
+4,731
59
$783K 0.12%
12,671
+5,374
60
$780K 0.12%
+2,863
61
$765K 0.11%
13,859
+4,181
62
$757K 0.11%
8,587
+2,782
63
$757K 0.11%
13,870
+4,508
64
$746K 0.11%
24,236
+7,658
65
$694K 0.1%
+11,257
66
$694K 0.1%
12,263
+2,022
67
$685K 0.1%
1,819
68
$680K 0.1%
8,711
69
$658K 0.1%
+3,094
70
$651K 0.1%
3,935
-3,427
71
$643K 0.1%
4,700
-2,269
72
$612K 0.09%
19,901
+6,930
73
$537K 0.08%
+7,228
74
$502K 0.08%
+13,495
75
$499K 0.07%
+5,907
1 2
3
4