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
$801M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$8.28M
3
+$4.46M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.14M
5
META icon
Meta Platforms (Facebook)
META
+$4.03M

Top Sells

1
+$8.24M
2
+$2.56M
3
+$2M
4
PEP icon
PepsiCo
PEP
+$1.41M
5
SBUX icon
Starbucks
SBUX
+$1.32M

Sector Composition

1 Technology 6.38%
2 Healthcare 3.33%
3 Industrials 3.17%
4 Financials 2.19%
5 Energy 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.32%
5,195
-1,378
52
$2.56M 0.32%
+3,553
53
$2.28M 0.28%
8,076
54
$2.04M 0.26%
11,921
-14,935
55
$2M 0.25%
11,400
-8,048
56
$1.9M 0.24%
11,734
57
$1.76M 0.22%
+27,019
58
$1.75M 0.22%
58,606
59
$1.57M 0.2%
9,124
60
$1.52M 0.19%
3,341
61
$1.44M 0.18%
+9,983
62
$1.34M 0.17%
77,575
63
$1.28M 0.16%
+22,258
64
$1.28M 0.16%
23,605
+18,965
65
$1.11M 0.14%
4,133
-4,478
66
$1.09M 0.14%
10,843
67
$1.04M 0.13%
13,399
68
$1.02M 0.13%
19,907
69
$1M 0.12%
4,966
+3,102
70
$987K 0.12%
4,074
71
$960K 0.12%
5,943
72
$947K 0.12%
10,365
-14,450
73
$907K 0.11%
+7,129
74
$904K 0.11%
+15,156
75
$876K 0.11%
14,322
-11,425
1 2
3
4