RCC
Red Cedar Capital Portfolio holdings
AUM
$158M
This Quarter Return
+8.05%
1 Year Return
-6.56%
3 Year Return
+43.18%
5 Year Return
+80.81%
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+3.6%)
Cap. Flow
-$1.33M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
54.72%
Holding
146
New
1
Increased
10
Reduced
36
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$1.39M |
| 2 |
Amazon
AMZN
|
$31.5K |
| 3 |
Tesla
TSLA
|
$16.8K |
| 4 |
Teva Pharmaceuticals
TEVA
|
$4.83K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.51K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$251K |
| 2 |
Wells Fargo
WFC
|
$242K |
| 3 |
AutoZone
AZO
|
$216K |
| 4 |
Boston Omaha
BOC
|
$215K |
| 5 |
Conagra Brands
CAG
|
$181K |
Sector Composition
| 1 | Industrials | 18.87% |
| 2 | Consumer Discretionary | 17.78% |
| 3 | Financials | 17.71% |
| 4 | Consumer Staples | 14.46% |
| 5 | Healthcare | 13.97% |
