RCIM

Red Cedar Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 30.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.25%
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
+$7.32M
2
+$1.19M
3
+$942K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$97.1K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$86.1K

Top Sells

1
+$8.76M
2
+$7.67M
3
+$4.37M
4
BND icon
Vanguard Total Bond Market
BND
+$4.06M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.84M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-100,118
27
– –
-180,235
28
– –
-50,408
1
2