RCIM

Red Cedar Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 30.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.93M
3
+$2.35M
4
NEM icon
Newmont
NEM
+$1.99M
5
GS icon
Goldman Sachs
GS
+$1.94M

Top Sells

1
+$5.97M
2
+$5.65M
3
+$2.97M
4
ACN icon
Accenture
ACN
+$2.35M
5
LMT icon
Lockheed Martin
LMT
+$1.3M

Sector Composition

1 Technology 6.97%
2 Financials 3.79%
3 Industrials 2.91%
4 Healthcare 2.5%
5 Materials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.29%
12,113
52
$2.4M 0.28%
+28,484
53
$2.39M 0.28%
12,748
54
$2.37M 0.28%
31,342
55
$2.3M 0.27%
20,045
56
$2.09M 0.24%
+2,622
57
$1.96M 0.23%
15,460
-6,830
58
$1.91M 0.22%
+27,901
59
$1.87M 0.22%
9,124
60
$1.84M 0.22%
2,376
61
$1.77M 0.21%
21,092
62
$1.77M 0.21%
28,336
63
$1.76M 0.21%
11,342
64
$1.7M 0.2%
4,980
65
$1.58M 0.18%
11,596
66
$1.42M 0.17%
12,596
67
$1.4M 0.16%
5,369
68
$1.21M 0.14%
4,426
69
$1.09M 0.13%
10,843
70
$1.07M 0.13%
13,399
71
$1.06M 0.12%
19,907
72
$1.03M 0.12%
31,535
73
$981K 0.12%
+5,290
74
$970K 0.11%
5,697
75
$942K 0.11%
5,451
1 2
3
4