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
$317M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$9.71M
3
+$6.09M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.26M

Top Sells

1
+$996K
2
+$478K
3
+$227K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$138K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.8M 15.73%
312,263
2
$33.4M 10.55%
2,828,736
+821,508
3
$29.9M 9.42%
507,584
-16,925
4
$27.5M 8.69%
611,548
5
$25.5M 8.05%
250,656
+12,346
6
$24.1M 7.62%
620,871
+28,358
7
$21.3M 6.72%
188,038
+166,673
8
$20.7M 6.53%
1,093,437
+64,296
9
$20.1M 6.36%
227,034
+5,042
10
$19.4M 6.12%
385,774
11
$7.91M 2.5%
496,678
-30,006
12
$7.22M 2.28%
185,670
13
$6.09M 1.92%
+311,474
14
$5.08M 1.6%
54,483
+719
15
$4.12M 1.3%
216,352
+457
16
$3.81M 1.2%
106,943
17
$3.55M 1.12%
86,528
18
$3.05M 0.96%
+98,782
19
$1.48M 0.47%
11,573
20
$1.44M 0.45%
16,526
+85
21
$736K 0.23%
15,986
22
$540K 0.17%
20,618
+76
23
$20K 0.01%
103
24
$17K 0.01%
141
25
– –
-4,599
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