RCIM

Red Cedar Investment Management Portfolio holdings

AUM $926M
1-Year Est. Return 23.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.91%
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
+$12.4M
2
+$7.56M
3
+$7.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.36M

Top Sells

1
+$6.24M
2
+$4.08M
3
+$3.99M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.77M
5
WM icon
Waste Management
WM
+$1.32M

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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89
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