RCIM
Red Cedar Investment Management Portfolio holdings
AUM
$792M
This Quarter Return
+9.79%
1 Year Return
+15.88%
3 Year Return
+55.94%
5 Year Return
+100.36%
10 Year Return
–
AUM
$291M
AUM Growth
+$291M
(+0.68%)
Cap. Flow
-$28.9M
Cap. Flow
% of AUM
-9.93%
Top 10 Holdings %
Top 10 Hldgs %
81.96%
Holding
27
New
–
Increased
6
Reduced
13
Closed
–
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$8.47M |
| 2 |
Schwab International Equity ETF
SCHF
|
$544K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$25.7K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$9.59K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$7.85K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.61M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$8.66M |
| 3 |
Vanguard Total Bond Market
BND
|
$6.07M |
| 4 |
Invesco Fundamental High Yield Corporate Bond ETF
PHB
|
$4.76M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.84M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $21K | 0.01% |
103
| – | – |
|
27
iShares Russell 2000 Value ETF
IWN
$11.8B
| $18K | 0.01% |
141
| – | – |
|