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

Top Buys

1
+$1.47M
2
+$943K
3
+$890K
4
SPG icon
Simon Property Group
SPG
+$874K
5
MSI icon
Motorola Solutions
MSI
+$812K

Top Sells

1
+$8.45M
2
+$6.86M
3
+$3.73M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.39M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.12M

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
1 2 3
4