RCIM
Red Cedar Investment Management Portfolio holdings
AUM
$792M
This Quarter Return
+9.04%
1 Year Return
+15.88%
3 Year Return
+55.94%
5 Year Return
+100.36%
10 Year Return
–
AUM
$547M
AUM Growth
+$547M
(+28%)
Cap. Flow
+$90.2M
Cap. Flow
% of AUM
16.49%
Top 10 Holdings %
Top 10 Hldgs %
75.95%
Holding
92
New
11
Increased
39
Reduced
14
Closed
20
Top Buys
| 1 |
Vanguard Russell 2000 ETF
VTWO
|
$37.8M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$33.7M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$32.4M |
| 4 |
Vanguard Russell 1000 ETF
VONE
|
$11.1M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$9.39M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$25.4M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$17.1M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$15M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$8.61M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$7.65M |
Sector Composition
| 1 | Technology | 3.35% |
| 2 | Consumer Discretionary | 1.74% |
| 3 | Healthcare | 1.36% |
| 4 | Industrials | 1.31% |
| 5 | Financials | 1.12% |
