RCIM

Red Cedar Investment Management Portfolio holdings

AUM $853M
1-Year Est. Return 19.34%
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$773M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$30.3M
3
+$19.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.1M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$10.8M

Top Sells

1
+$30.2M
2
+$15.2M
3
+$11.3M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.61M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$5.03M

Sector Composition

1 Technology 2.1%
2 Financials 1.82%
3 Industrials 1.24%
4 Healthcare 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$509K 0.07%
14,047
+552
77
$503K 0.07%
20,339
78
$411K 0.05%
24,531
79
$301K 0.04%
2,131
-5,584
80
$220K 0.03%
1,341
81
– –
-3,467
82
– –
-4,367
83
– –
-1,299
84
– –
-5,111
85
– –
-1,819
86
– –
-6,453
87
– –
-10,122
88
– –
-16,843
89
– –
-177,103
90
– –
-8,711
91
– –
-2,058
92
– –
-22,947
93
– –
-232,437
94
– –
-173,772
1 2 3
4