RCC
Red Cedar Capital Portfolio holdings
AUM
$158M
This Quarter Return
+20.71%
1 Year Return
-6.56%
3 Year Return
+43.18%
5 Year Return
+80.81%
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.07%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Boston Omaha
BOC
|
$14.2M |
| 2 |
Copart
CPRT
|
$8.87M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$6.63M |
| 4 |
Mistras Group
MG
|
$6.33M |
| 5 |
AutoZone
AZO
|
$5.67M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 27.32% |
| 2 | Financials | 17.05% |
| 3 | Consumer Staples | 13.52% |
| 4 | Healthcare | 10.78% |
| 5 | Consumer Discretionary | 10.48% |
