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
$773M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$29.8M
3
+$19.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$10.7M

Top Sells

1
+$29.6M
2
+$14.8M
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
+$4.98M

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
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82
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83
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-3,467
84
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85
– –
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86
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87
– –
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88
– –
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89
– –
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90
– –
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91
– –
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92
– –
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93
– –
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94
– –
-4,367
1 2 3
4