RYAL

Richard Young Associates, Ltd. Portfolio holdings

AUM $128M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$32.8M
3 +$31.8M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$9.08M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$7.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.15%
2 Consumer Discretionary 1.83%
3 Consumer Staples 1.03%
4 Communication Services 0.99%
5 Financials 0.75%