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
$233M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$16.8M
3 +$9.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.53M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.41M

Sector Composition

1 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$221K 0.09%
3,476
-1,448
27
$205K 0.09%
8,368
-12,319
28
$182K 0.08%
+3,310
29
$120K 0.05%
+505
30
$88K 0.04%
+1,685
31
$16K 0.01%
103
32
$11K ﹤0.01%
141
33
-15,986