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
$273M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M
2 +$1.2M
3 +$954K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$98.9K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$87.5K

Top Sells

1 +$8.76M
2 +$7.73M
3 +$4.45M
4
BND icon
Vanguard Total Bond Market
BND
+$4.06M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.84M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-180,235
27
-100,118
28
-47,700