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
$647M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$10.7M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.68M
5
AVGO icon
Broadcom
AVGO
+$1.56M

Top Sells

1
+$17M
2
+$15.1M
3
+$14.5M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$13.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.96M

Sector Composition

1 Technology 4.97%
2 Healthcare 2.72%
3 Industrials 2.45%
4 Financials 2.04%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$717K 0.11%
4,328
+1,330
77
$375K 0.06%
3,240
+1,156
78
$352K 0.05%
3,548
79
– –
-18,536
80
– –
-3,480
81
– –
-648,156
82
– –
-13,020
83
– –
-4,230
84
– –
-3,386
85
– –
-23,940
86
– –
-2,481
1 2 3
4