RCIM
Red Cedar Investment Management Portfolio holdings
AUM
$792M
1-Year Est. Return
15.88%
1 Year Est. Return
+15.88%
AUM
$723M
AUM Growth
-$73.1M
(-9.2%)
Holding
83
Top Buys
| 1 | +$20.8M | |
| 2 | +$14.6M | |
| 3 | +$2.87M | |
| 4 |
Kinross Gold
KGC
|
+$2.86M |
| 5 |
Alamos Gold
AGI
|
+$2.85M |
Top Sells
| 1 | +$22.1M | |
| 2 | +$20.8M | |
| 3 | +$10.5M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$8.91M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.35M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Financials | 3.8% |
| 3 | Industrials | 2.79% |
| 4 | Healthcare | 2.71% |
| 5 | Consumer Discretionary | 1.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Digital Realty Trust
DLR
$59.7B
| $700K | 0.1% |
4,886
|
|
||
77
PepsiCo
PEP
$205B
| $422K | 0.06% |
2,813
-7,930
|
|
||
78
Coca-Cola
KO
$302B
| $342K | 0.05% |
4,774
|
|
||
79
Fidelity National Information Services
FIS
$34.4B
| $280K | 0.04% |
3,750
-17,719
|
|
||
80
Marathon Petroleum
MPC
$58.4B
| $210K | 0.03% |
1,440
|
|
||
|
81
SPDR S&P 500 ETF Trust
SPY
$682B
| – | – |
-14,250
|
|
||
82
UnitedHealth
UNH
$333B
| – | – |
-5,195
|
|
||
|
83
iShares Core S&P 500 ETF
IVV
$682B
| – | – |
-15,130
|
|