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
$788M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.99M
3
+$1.45M
4
NEM icon
Newmont
NEM
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.26M

Top Sells

1
+$2.83M
2
+$1.46M
3
+$1.09M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$993K

Sector Composition

1 Technology 6.55%
2 Healthcare 3.48%
3 Industrials 3.3%
4 Financials 2.51%
5 Real Estate 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$881K 0.11%
48,657
77
$831K 0.11%
10,560
78
$235K 0.03%
1,440
79
– –
-1,856
80
– –
-1,316
81
– –
-1,145
82
– –
-26,590
1 2 3
4