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
$289M
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$8.52M
2 +$719K
3 +$457K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$425K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$262K

Top Sells

1 +$24.6M
2 +$4.43M
3 +$1.44M
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$798K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$442K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$17K 0.01%
103
27
$15K 0.01%
141