RCIM
Red Cedar Investment Management Portfolio holdings
AUM
$792M
This Quarter Return
+3.93%
1 Year Return
+15.88%
3 Year Return
+55.94%
5 Year Return
+100.36%
10 Year Return
–
AUM
$338M
AUM Growth
–
Cap. Flow
+$338M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.17%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$49.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$40.2M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$34.2M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$26.9M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$23.6M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 2000 Growth ETF
IWO
$12.2B
| $22K | 0.01% |
+103
| New | +$22K |
|
27
iShares Russell 2000 Value ETF
IWN
$11.7B
| $19K | 0.01% |
+141
| New | +$19K |
|