RCIM

Red Cedar Investment Management Portfolio holdings

AUM $853M
1-Year Est. Return 19.34%
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
-$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$14.6M
3
+$2.87M
4
KGC icon
Kinross Gold
KGC
+$2.86M
5
AGI icon
Alamos Gold
AGI
+$2.85M

Top Sells

1
+$22.1M
2
+$20.8M
3
+$10.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.91M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.35M

Sector Composition

1 Technology 6.11%
2 Financials 3.8%
3 Industrials 2.79%
4 Healthcare 2.71%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.29%
12,113
52
$2.12M 0.29%
12,748
53
$2.05M 0.28%
7,628
54
$1.92M 0.27%
28,336
55
$1.9M 0.26%
11,342
56
$1.89M 0.26%
21,092
-10,004
57
$1.88M 0.26%
9,124
58
$1.59M 0.22%
1,948
59
$1.54M 0.21%
2,458
60
$1.5M 0.21%
12,596
61
$1.46M 0.2%
3,274
-234
62
$1.43M 0.2%
11,596
63
$1.36M 0.19%
4,980
-3,096
64
$1.31M 0.18%
10,727
65
$1.31M 0.18%
4,426
66
$1.28M 0.18%
5,369
67
$1.25M 0.17%
+30,612
68
$1.09M 0.15%
10,843
69
$1.06M 0.15%
13,399
70
$1.04M 0.14%
19,907
71
$1.03M 0.14%
31,535
72
$867K 0.12%
+1,289
73
$856K 0.12%
48,657
74
$827K 0.11%
10,560
75
$752K 0.1%
5,697
1 2
3
4