RCIM
Red Cedar Investment Management Portfolio holdings
AUM
$853M
1-Year Est. Return
19.34%
This Fund
S&P 500
1 Year Est. Return
+19.34%
AUM
$853M
AUM Growth
+$61M
(+7.7%)
Holding
85
Top Buys
| 1 | +$3.25M | |
| 2 | +$3.13M | |
| 3 | +$2.53M | |
| 4 |
Newmont
NEM
|
+$2.4M |
| 5 |
Goldman Sachs
GS
|
+$2.09M |
Top Sells
| 1 | +$6.2M | |
| 2 | +$5.86M | |
| 3 | +$2.97M | |
| 4 |
Accenture
ACN
|
+$2.35M |
| 5 |
Lockheed Martin
LMT
|
+$1.43M |
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 | |
|---|---|---|---|---|---|---|
76
First Trust Preferred Securities and Income ETF
FPE
$6.46B
| $888K | 0.1% |
48,657
|
|
||
77
Vanguard Short-Term Bond ETF
BSV
$42.5B
| $833K | 0.1% |
10,560
|
|
||
78
Equinix
EQIX
$81.1B
| $598K | 0.07% |
764
-1,184
|
|
||
79
PepsiCo
PEP
$203B
| $395K | 0.05% |
2,813
|
|
||
80
Coca-Cola
KO
$316B
| $317K | 0.04% |
4,774
|
|
||
81
Marathon Petroleum
MPC
$52.8B
| $278K | 0.03% |
1,440
|
|
||
|
82
Lockheed Martin
LMT
$144B
| $207K | 0.02% |
414
-2,860
|
|
||
|
MRSH
83
Marsh
MRSH
$92.1B
| – | – |
-13,578
|
|
||
|
84
Accenture
ACN
$161B
| – | – |
-7,858
|
|
||
85
Fidelity National Information Services
FIS
$28.6B
| – | – |
-3,750
|
|