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
$717M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$9.9M
3 +$3.74M
4
LMT icon
Lockheed Martin
LMT
+$1.36M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.32M

Sector Composition

1 Technology 3.15%
2 Healthcare 1.68%
3 Financials 1.44%
4 Industrials 1.35%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,541
102
-14,037
103
-6,353