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
$654M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.27M
3
+$7.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.19M

Top Sells

1
+$6.19M
2
+$3.98M
3
+$3.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.7M
5
WM icon
Waste Management
WM
+$1.25M

Sector Composition

1 Technology 5.29%
2 Healthcare 2.88%
3 Industrials 2.32%
4 Financials 2.26%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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