RCC
Red Cedar Capital Portfolio holdings
AUM
$158M
This Quarter Return
+13.68%
1 Year Return
-6.56%
3 Year Return
+43.18%
5 Year Return
+80.81%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+8.8%)
Cap. Flow
+$3.58M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
55.32%
Holding
193
New
–
Increased
16
Reduced
6
Closed
2
Top Buys
| 1 |
Copart
CPRT
|
$5.71M |
| 2 |
Accenture
ACN
|
$47.5K |
| 3 |
Danaher
DHR
|
$41.3K |
| 4 |
HCA Healthcare
HCA
|
$30K |
| 5 |
Teleflex
TFX
|
$25.7K |
Top Sells
| 1 |
Embecta
EMBC
|
$1.56M |
| 2 |
Valmont Industries
VMI
|
$664K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$48.6K |
| 4 |
Dream Finders Homes
DFH
|
$33K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$32.1K |
Sector Composition
| 1 | Consumer Discretionary | 20.11% |
| 2 | Industrials | 19.54% |
| 3 | Financials | 18.23% |
| 4 | Healthcare | 18.15% |
| 5 | Consumer Staples | 6.6% |
