RCIM

Red Cedar Investment Management Portfolio holdings

AUM $792M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$38.5M
3
+$30.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$25.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.44M

Top Sells

1
+$23.3M
2
+$14.8M
3
+$12.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$11.4M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$5.68M

Sector Composition

1 Technology 2.55%
2 Healthcare 1.5%
3 Financials 1.23%
4 Industrials 1.2%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.07%
+1,605
77
$301K 0.07%
+6,727
78
$300K 0.07%
+1,590
79
$192K 0.05%
+6,667
80
$21K ﹤0.01%
103
81
$14K ﹤0.01%
141
82
– –
-364,598
83
– –
-186,239
84
– –
-15,414
85
– –
-149,643
86
– –
-8,368
87
– –
-39,510
1 2 3
4