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
$694M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.04M
3
+$1.03M
4
PSX icon
Phillips 66
PSX
+$992K
5
MSI icon
Motorola Solutions
MSI
+$840K

Top Sells

1
+$9.04M
2
+$7.35M
3
+$3.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.63M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.28M

Sector Composition

1 Technology 6.33%
2 Healthcare 2.9%
3 Industrials 2.66%
4 Financials 2.25%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.23%
2,006
+954
52
$1.52M 0.22%
25,747
53
$1.51M 0.22%
3,341
54
$1.38M 0.2%
4,610
55
$1.37M 0.2%
9,124
56
$1.31M 0.19%
77,575
57
$1.19M 0.17%
14,132
+1,671
58
$1.17M 0.17%
1,769
59
$1.12M 0.16%
4,074
-2,922
60
$1.11M 0.16%
21,242
+1,369
61
$1.09M 0.16%
8,178
+927
62
$1.08M 0.16%
10,843
63
$1.04M 0.15%
13,399
64
$1.03M 0.15%
+7,234
65
$1.02M 0.15%
19,907
66
$992K 0.14%
+7,448
67
$920K 0.13%
5,943
68
$813K 0.12%
10,560
69
$638K 0.09%
8,150
70
$503K 0.07%
5,605
71
$493K 0.07%
1,053
72
$442K 0.06%
2,466
73
$277K 0.04%
1,864
+424
74
$266K 0.04%
+4,640
75
– –
-2,929
1 2
3
4