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
$753M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$23.3M
3
+$19.1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$10.1M
5
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$1.21M

Top Sells

1
+$24.5M
2
+$21.6M
3
+$19.9M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$16.6M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$16.5M

Sector Composition

1 Technology 2.04%
2 Financials 1.95%
3 Industrials 1.16%
4 Healthcare 0.99%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.04%
2,131
77
$311K 0.04%
+2,629
78
$221K 0.03%
1,341
79
– –
-24,531
80
– –
-9,667
81
– –
-19,901
82
– –
-3,094
83
– –
-18,889
84
– –
-14,887
85
– –
-20,339
86
– –
-31,089
1 2 3
4