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

Top Buys

1
+$1.91M
2
+$1.81M
3
+$1.69M
4
WEC icon
WEC Energy
WEC
+$1.34M
5
TJX icon
TJX Companies
TJX
+$1.23M

Top Sells

1
+$2.83M
2
+$1.52M
3
+$1.08M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.02M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$957K

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