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
$647M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$10.7M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.68M
5
AVGO icon
Broadcom
AVGO
+$1.56M

Top Sells

1
+$17M
2
+$15.1M
3
+$14.5M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$13.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.96M

Sector Composition

1 Technology 4.97%
2 Healthcare 2.72%
3 Industrials 2.45%
4 Financials 2.04%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.26%
3,702
+657
52
$1.7M 0.26%
8,755
+6,067
53
$1.59M 0.25%
14,385
+7,647
54
$1.58M 0.24%
25,519
+7,800
55
$1.57M 0.24%
3,313
+957
56
$1.5M 0.23%
4,464
+1,667
57
$1.5M 0.23%
19,397
+5,771
58
$1.48M 0.23%
11,848
+3,495
59
$1.47M 0.23%
16,739
+5,503
60
$1.17M 0.18%
12,349
+3,806
61
$1.11M 0.17%
8,700
+2,795
62
$1.09M 0.17%
17,146
+5,870
63
$1.08M 0.17%
22,995
+15,710
64
$1.04M 0.16%
12,332
+4,064
65
$985K 0.15%
13,253
-5,295
66
$953K 0.15%
18,847
+1,132
67
$921K 0.14%
12,078
68
$870K 0.13%
1,750
-73
69
$861K 0.13%
16,785
70
$855K 0.13%
26,311
71
$845K 0.13%
2,065
-13,871
72
$830K 0.13%
17,982
73
$823K 0.13%
11,149
74
$814K 0.13%
31,563
75
$792K 0.12%
16,859
1 2
3
4