RCIM

Red Cedar Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 30.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.25%
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
+$1.8M
2
+$1.53M
3
+$1.26M
4
EMN icon
Eastman Chemical
EMN
+$778K
5
JPM icon
JPMorgan Chase
JPM
+$764K

Top Sells

1
+$14.9M
2
+$13.5M
3
+$5.84M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.57M

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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-74,240
78
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-39,743
79
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-2,151
80
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-10,365
81
– –
-19,743
82
– –
-27,019
83
– –
-23,605
84
– –
-20,105
85
– –
-9,983
86
– –
-7,129
87
– –
-22,258
1 2 3
4