RCIM
Red Cedar Investment Management Portfolio holdings
AUM
$792M
1-Year Return
15.88%
This Quarter Return
-2.73%
1 Year Return
+15.88%
3 Year Return
+55.94%
5 Year Return
+100.36%
10 Year Return
–
AUM
$654M
AUM Growth
-$3.63M
(-0.55%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
2.69%
Top 10 Holdings %
Top 10 Hldgs %
70.81%
Holding
89
New
6
Increased
44
Reduced
18
Closed
14
Top Buys
| 1 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
$13M |
| 2 |
Vanguard Russell 1000 ETF
VONE
|
$7.27M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$7.18M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$6.76M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$4.19M |
Top Sells
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$6.19M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$3.98M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$3.9M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.7M |
| 5 |
Waste Management
WM
|
$1.25M |
Sector Composition
| 1 | Technology | 5.29% |
| 2 | Healthcare | 2.88% |
| 3 | Industrials | 2.32% |
| 4 | Financials | 2.26% |
| 5 | Consumer Discretionary | 1.79% |
