RCC

Red Cedar Capital Portfolio holdings

AUM $158M
1-Year Est. Return 6.56%
This Quarter Est. Return
1 Year Est. Return
-6.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1 +$47.5K
2 +$41.3K
3 +$30K
4
TFX icon
Teleflex
TFX
+$25.7K
5
TMO icon
Thermo Fisher Scientific
TMO
+$17.6K

Top Sells

1 +$1.55M
2 +$664K
3 +$109K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$48.6K
5
DFH icon
Dream Finders Homes
DFH
+$33K

Sector Composition

1 Consumer Discretionary 20.11%
2 Industrials 19.54%
3 Financials 18.23%
4 Healthcare 18.15%
5 Consumer Staples 6.6%