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
$835M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$3.99M
3 +$3.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.54M
5
HD icon
Home Depot
HD
+$1.17M

Sector Composition

1 Technology 3.18%
2 Healthcare 1.44%
3 Real Estate 1.4%
4 Financials 1.36%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,341
102
-1,814
103
-1,897
104
-2,505