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
$657M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.18M
3
+$1.05M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.05M
5
ACN icon
Accenture
ACN
+$939K

Top Sells

1
+$20.9M
2
+$4.69M
3
+$3.7M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.65M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.55M

Sector Composition

1 Technology 5.4%
2 Healthcare 2.71%
3 Industrials 2.61%
4 Financials 2.14%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.23%
25,519
52
$1.53M 0.23%
3,313
53
$1.45M 0.22%
11,848
54
$1.44M 0.22%
19,397
55
$1.18M 0.18%
+4,971
56
$1.12M 0.17%
9,028
+5,788
57
$1.1M 0.17%
8,700
58
$1.09M 0.17%
12,349
59
$1.08M 0.16%
10,843
+7,295
60
$1.07M 0.16%
4,991
-5,967
61
$1.05M 0.16%
+13,274
62
$1.05M 0.16%
+45,336
63
$1.03M 0.16%
12,332
64
$1.03M 0.16%
17,146
65
$1.02M 0.15%
22,995
66
$1.01M 0.15%
13,399
+1,321
67
$999K 0.15%
19,907
+1,060
68
$995K 0.15%
30,975
+4,664
69
$974K 0.15%
19,256
+2,471
70
$953K 0.14%
20,631
+3,772
71
$951K 0.14%
8,717
-5,668
72
$942K 0.14%
20,723
+2,741
73
$942K 0.14%
1,750
74
$935K 0.14%
12,863
+1,714
75
$925K 0.14%
36,471
+4,908
1 2
3
4