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
$634M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.37M
3
+$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.61M

Top Sells

1
+$3.62M
2
+$3.02M
3
+$2.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
TGT icon
Target
TGT
+$1.02M

Sector Composition

1 Technology 2.89%
2 Healthcare 2.19%
3 Industrials 1.66%
4 Financials 1.41%
5 Consumer Staples 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.18%
2,356
+436
52
$1.14M 0.18%
13,626
+1,121
53
$1.13M 0.18%
17,719
+1,344
54
$1.09M 0.17%
6,958
+415
55
$977K 0.15%
+3,171
56
$955K 0.15%
11,236
+756
57
$942K 0.15%
8,353
-2,844
58
$933K 0.15%
5,905
-1,954
59
$929K 0.15%
4,216
+1,835
60
$914K 0.14%
6,738
+444
61
$908K 0.14%
12,078
-40,199
62
$902K 0.14%
5,050
+232
63
$883K 0.14%
17,715
64
$837K 0.13%
26,311
65
$832K 0.13%
1,823
+82
66
$831K 0.13%
16,785
67
$814K 0.13%
2,797
+1,149
68
$808K 0.13%
17,982
69
$801K 0.13%
8,543
+647
70
$801K 0.13%
11,149
71
$793K 0.13%
31,563
72
$772K 0.12%
16,859
73
$715K 0.11%
11,276
+883
74
$701K 0.11%
3,386
-2,000
75
$673K 0.11%
8,268
-4,015
1 2
3
4