RCC

Red Cedar Capital Portfolio holdings

AUM $158M
1-Year Est. Return 6.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$492K
3 +$80.7K
4
MFA
MFA Financial
MFA
+$69.5K
5
TAK icon
Takeda Pharmaceutical
TAK
+$61.5K

Top Sells

1 +$106K
2 +$7.48K
3 +$6K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.96K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1K

Sector Composition

1 Industrials 22.82%
2 Financials 16.65%
3 Consumer Discretionary 14.56%
4 Consumer Staples 14.21%
5 Healthcare 12.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
44
152
-607
153
-327