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
$547M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$33.7M
3
+$32.4M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$11.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.39M

Top Sells

1
+$25.4M
2
+$17.1M
3
+$15M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.61M
5
BNDX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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