RCIM

Red Cedar Investment Management Portfolio holdings

AUM $926M
1-Year Est. Return 23.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.91%
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 +$8.56M
2 +$773K
3 +$493K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$458K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$283K

Top Sells

1 +$24.2M
2 +$4.45M
3 +$1.48M
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$810K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$467K

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