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
$766M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$30.8M
3
+$16.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.18M

Top Sells

1
+$31.6M
2
+$25.8M
3
+$21.8M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$9.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.44M

Sector Composition

1 Technology 2.7%
2 Financials 1.67%
3 Healthcare 1.26%
4 Industrials 1.23%
5 Real Estate 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.16%
12,283
-4,726
52
$1.22M 0.16%
+6,708
53
$1.15M 0.15%
4,102
54
$1.14M 0.15%
6,578
+2,270
55
$1.14M 0.15%
55,298
+148
56
$1.04M 0.14%
+24,173
57
$1.01M 0.13%
10,664
-3,480
58
$997K 0.13%
6,629
+4,498
59
$974K 0.13%
7,767
60
$943K 0.12%
13,434
-21,830
61
$920K 0.12%
6,333
62
$914K 0.12%
+11,358
63
$887K 0.12%
+19,901
64
$881K 0.12%
14,820
65
$877K 0.11%
5,340
66
$871K 0.11%
33,750
-13,688
67
$867K 0.11%
2,892
+830
68
$857K 0.11%
15,687
+1,828
69
$838K 0.11%
15,740
+1,870
70
$833K 0.11%
9,751
+1,164
71
$824K 0.11%
15,707
+5,404
72
$823K 0.11%
27,569
+3,333
73
$796K 0.1%
+14,668
74
$778K 0.1%
4,598
75
$764K 0.1%
3,935
1 2
3
4