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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
$965M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$16.4M
3
+$13.6M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$11.1M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$9.7M

Top Sells

1
+$12M
2
+$5.43M
3
+$5.19M
4
KGC icon
Kinross Gold
KGC
+$4.94M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.7M

Sector Composition

1 Technology 5.33%
2 Financials 2.91%
3 Industrials 2.8%
4 Energy 2.69%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLO icon
76
Valero Energy
VLO
$72.5B
$1.4M 0.15%
5,664
-33
BLK icon
77
Blackrock
BLK
$163B
$1.35M 0.14%
1,407
-2,119
APD icon
78
Air Products & Chemicals
APD
$62.5B
$1.28M 0.13%
4,400
-26
MINT icon
79
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$1.09M 0.11%
10,843
VCSH icon
80
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$1.06M 0.11%
13,399
IGSB icon
81
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
$1.05M 0.11%
19,907
SBUX icon
82
Starbucks
SBUX
$116B
$1,000K 0.1%
+11,157
DLR icon
83
Digital Realty Trust
DLR
$66.9B
$977K 0.1%
5,421
-30
FPE icon
84
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$864K 0.09%
48,657
BSV icon
85
Vanguard Short-Term Bond ETF
BSV
$45.2B
$828K 0.09%
10,560
SYK icon
86
Stryker
SYK
$119B
$678K 0.07%
2,062
-2,501
PEP icon
87
PepsiCo
PEP
$200B
$437K 0.05%
2,813
LMT icon
88
Lockheed Martin
LMT
$124B
$378K 0.04%
626
+212
KO icon
89
Coca-Cola
KO
$345B
$363K 0.04%
4,774
MPC icon
90
Marathon Petroleum
MPC
$73.1B
$352K 0.04%
1,440
VICI icon
91
VICI Properties
VICI
$30.2B
$223K 0.02%
8,161
CTAS icon
92
Cintas
CTAS
$70.7B
– –
-4,451
NEM icon
93
Newmont
NEM
$116B
– –
-45,244
ORCL icon
94
Oracle
ORCL
$542B
– –
-8,447
PAYX icon
95
Paychex
PAYX
$35.9B
– –
-7,623
V icon
96
Visa
V
$634B
– –
-6,803
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