RCIM
Red Cedar Investment Management Portfolio holdings
AUM
$792M
1-Year Est. Return
15.88%
1 Year Est. Return
+15.88%
AUM
$792M
AUM Growth
+$69.3M
(+9.6%)
Holding
84
Top Buys
| 1 | +$51M | |
| 2 | +$16.3M | |
| 3 | +$14M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.39M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$3.06M |
Top Sells
| 1 | +$34.9M | |
| 2 | +$34.4M | |
| 3 | +$7.59M | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$6.69M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.64M |
Sector Composition
| 1 | Technology | 6.76% |
| 2 | Financials | 3.78% |
| 3 | Industrials | 2.79% |
| 4 | Healthcare | 2.43% |
| 5 | Materials | 1.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Short-Term Bond ETF
BSV
$39B
| $831K | 0.1% |
10,560
|
|
||
77
Valero Energy
VLO
$51.7B
| $766K | 0.1% |
5,697
|
|
||
78
PepsiCo
PEP
$205B
| $371K | 0.05% |
2,813
|
|
||
79
Coca-Cola
KO
$302B
| $338K | 0.04% |
4,774
|
|
||
80
Fidelity National Information Services
FIS
$34.4B
| $305K | 0.04% |
3,750
|
|
||
81
Marathon Petroleum
MPC
$58.4B
| $239K | 0.03% |
1,440
|
|
||
|
82
iShares Russell 1000 Growth ETF
IWF
$128B
| – | – |
-7,298
|
|
||
83
United Rentals
URI
$55.7B
| – | – |
-2,458
|
|
||
84
Vanguard Russell 2000 Value ETF
VTWV
$848M
| – | – |
-19,182
|
|