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
$291M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$8.45M
2 +$517K
3 +$24.1K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.97K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.45K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$21K 0.01%
103
27
$18K 0.01%
141