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
$694M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.04M
3 +$1.03M
4
PSX icon
Phillips 66
PSX
+$992K
5
MSI icon
Motorola Solutions
MSI
+$840K

Top Sells

1 +$9.04M
2 +$7.35M
3 +$3.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.63M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.28M

Sector Composition

1 Technology 6.33%
2 Healthcare 2.9%
3 Industrials 2.66%
4 Financials 2.25%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,290
77
-14,698
78
-23,245
79
-8,833