RCIM

Red Cedar Investment Management Portfolio holdings

AUM $792M
This Quarter Return
+4.91%
1 Year Return
+15.88%
3 Year Return
+55.94%
5 Year Return
+100.36%
10 Year Return
–
AUM
$376M
AUM Growth
+$376M
Cap. Flow
-$1.77M
Cap. Flow %
-0.47%
Top 10 Hldgs %
83.28%
Holding
26
New
2
Increased
13
Reduced
4
Closed
–

Top Buys

1
SCHX icon
Schwab US Large- Cap ETF
SCHX
$6.47M
2
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
$2.65M
3
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$1.66M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
$1.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
$1.25M

Top Sells

1
VNQ icon
Vanguard Real Estate ETF
VNQ
$10.6M
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$5.35M
3
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$1.07M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$395K

Sector Composition

1 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IWN icon
26
iShares Russell 2000 Value ETF
IWN
$11.8B
$18K ﹤0.01%
141
– –
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