RCIM

Red Cedar Investment Management Portfolio holdings

AUM $792M
This Quarter Return
+1.19%
1 Year Return
+15.88%
3 Year Return
+55.94%
5 Year Return
+100.36%
10 Year Return
–
AUM
$317M
AUM Growth
+$317M
Cap. Flow
+$40M
Cap. Flow %
12.62%
Top 10 Hldgs %
85.78%
Holding
26
New
2
Increased
10
Reduced
2
Closed
2

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$18.9M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
$9.71M
3
FPE icon
First Trust Preferred Securities and Income ETF
FPE
$6.09M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$3.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$1.26M

Top Sells

1
BNDX icon
Vanguard Total International Bond ETF
BNDX
$996K
2
SCHF icon
Schwab International Equity ETF
SCHF
$478K
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$227K
4
TIP icon
iShares TIPS Bond ETF
TIP
$138K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTIP icon
26
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
– –
-4,599
Closed -$227K
1
2