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
$773M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$30.3M
3
+$19.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.1M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$10.8M

Top Sells

1
+$30.2M
2
+$15.2M
3
+$11.3M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.61M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$5.03M

Sector Composition

1 Technology 2.1%
2 Financials 1.82%
3 Industrials 1.24%
4 Healthcare 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.14%
7,200
-5,240
52
$1.08M 0.14%
13,740
+6,512
53
$1.05M 0.14%
3,740
-1,123
54
$1.03M 0.13%
51,180
+35,953
55
$1.01M 0.13%
9,624
+3,717
56
$925K 0.12%
3,799
+2,661
57
$918K 0.12%
7,767
58
$900K 0.12%
8,487
59
$894K 0.12%
+3,073
60
$884K 0.11%
4,731
61
$833K 0.11%
15,795
62
$820K 0.11%
+14,820
63
$791K 0.1%
+18,172
64
$776K 0.1%
4,598
+2,714
65
$759K 0.1%
9,667
-7,230
66
$758K 0.1%
19,901
67
$758K 0.1%
13,859
68
$751K 0.1%
12,671
69
$732K 0.09%
13,870
70
$727K 0.09%
8,587
71
$719K 0.09%
24,236
72
$672K 0.09%
3,094
73
$650K 0.08%
7,557
+2,442
74
$625K 0.08%
2,541
-1,968
75
$620K 0.08%
3,935
1 2
3
4