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
$733M
AUM Growth
-$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.53M
3
+$1.35M
4
JPM icon
JPMorgan Chase
JPM
+$791K
5
FIS icon
Fidelity National Information Services
FIS
+$771K

Top Sells

1
+$15.4M
2
+$14M
3
+$5.84M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.88M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.61M

Sector Composition

1 Technology 7.22%
2 Healthcare 3.48%
3 Industrials 2.76%
4 Financials 2.37%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.03%
1,440
-3,526
77
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-22,258
78
– –
-7,129
79
– –
-9,983
80
– –
-20,105
81
– –
-23,605
82
– –
-39,743
83
– –
-27,019
84
– –
-19,743
85
– –
-10,365
86
– –
-2,115
87
– –
-74,240
1 2 3
4