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
$835M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$3.99M
3
+$3.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.54M
5
HD icon
Home Depot
HD
+$1.17M

Top Sells

1
+$6.06M
2
+$4.66M
3
+$3.57M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.14M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$992K

Sector Composition

1 Technology 3.18%
2 Healthcare 1.44%
3 Real Estate 1.4%
4 Financials 1.36%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.19%
20,748
52
$1.49M 0.18%
6,054
53
$1.49M 0.18%
12,283
54
$1.37M 0.16%
6,708
55
$1.35M 0.16%
6,353
+7
56
$1.35M 0.16%
9,566
+7,437
57
$1.25M 0.15%
4,611
+2,345
58
$1.18M 0.14%
10,664
59
$1.15M 0.14%
6,629
60
$1.13M 0.13%
55,404
+106
61
$1.08M 0.13%
33,750
62
$1.07M 0.13%
2,892
63
$1.06M 0.13%
6,333
64
$1.05M 0.13%
+5,770
65
$1.04M 0.12%
+2,177
66
$1.03M 0.12%
4,074
+1,399
67
$960K 0.11%
3,935
68
$954K 0.11%
4,598
69
$895K 0.11%
2,541
70
$857K 0.1%
14,480
-1,227
71
$845K 0.1%
15,687
72
$841K 0.1%
5,040
73
$833K 0.1%
15,740
74
$832K 0.1%
14,820
75
$826K 0.1%
9,751
1 2
3
4 5