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
$788M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.99M
3
+$1.45M
4
NEM icon
Newmont
NEM
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.26M

Top Sells

1
+$2.83M
2
+$1.46M
3
+$1.09M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$993K

Sector Composition

1 Technology 6.55%
2 Healthcare 3.48%
3 Industrials 3.3%
4 Financials 2.51%
5 Real Estate 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.26%
60,539
+29,004
52
$1.98M 0.25%
7,214
53
$1.95M 0.25%
3,341
54
$1.94M 0.25%
11,400
55
$1.92M 0.24%
17,591
+10,644
56
$1.88M 0.24%
9,124
57
$1.85M 0.24%
6,836
+4,022
58
$1.83M 0.23%
18,993
+15,114
59
$1.73M 0.22%
3,215
+1,267
60
$1.51M 0.19%
13,444
61
$1.32M 0.17%
4,426
62
$1.26M 0.16%
+23,627
63
$1.26M 0.16%
+10,727
64
$1.24M 0.16%
+19,609
65
$1.24M 0.16%
+20,224
66
$1.23M 0.16%
+9,738
67
$1.22M 0.15%
+7,529
68
$1.2M 0.15%
14,929
69
$1.17M 0.15%
5,642
70
$1.11M 0.14%
55,846
71
$1.1M 0.14%
5,943
72
$1.09M 0.14%
10,843
73
$1.06M 0.14%
13,399
74
$1.05M 0.13%
19,907
75
$1.03M 0.13%
14,322
1 2
3
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