RCIM
Red Cedar Investment Management Portfolio holdings
AUM
$792M
This Quarter Return
+6.98%
1 Year Return
+15.88%
3 Year Return
+55.94%
5 Year Return
+100.36%
10 Year Return
–
AUM
$773M
AUM Growth
+$773M
(+16%)
Cap. Flow
+$65.1M
Cap. Flow
% of AUM
8.42%
Top 10 Holdings %
Top 10 Hldgs %
78.82%
Holding
94
New
7
Increased
31
Reduced
19
Closed
14
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$38.4M |
| 2 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
$30.3M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$19.2M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$11.1M |
| 5 |
iShares Currency Hedged MSCI Japan ETF
HEWJ
|
$10.8M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$30.2M |
| 2 |
Vanguard Russell 1000 ETF
VONE
|
$15.2M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$11.3M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$9.61M |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$5.03M |
Sector Composition
| 1 | Technology | 2.1% |
| 2 | Financials | 1.82% |
| 3 | Industrials | 1.24% |
| 4 | Healthcare | 0.98% |
| 5 | Consumer Discretionary | 0.87% |
