RICHC

Renaissance Investment Consultants Holding Company Portfolio holdings

AUM $107M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.85M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.15M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.62%
2 Communication Services 3.61%
3 Industrials 2.01%
4 Financials 2%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$776K 0.88%
+18,492
27
$748K 0.85%
+19,285
28
$675K 0.76%
+4,870
29
$663K 0.75%
+27,805
30
$643K 0.73%
+4,473
31
$635K 0.72%
+10,927
32
$589K 0.67%
+17,645
33
$588K 0.67%
+14,402
34
$570K 0.65%
+7,421
35
$564K 0.64%
+9,216
36
$557K 0.63%
+33,815
37
$552K 0.63%
+2,939
38
$543K 0.62%
+3,390
39
$508K 0.58%
+2,484
40
$505K 0.57%
+3,406
41
$501K 0.57%
+10,647
42
$500K 0.57%
+16,972
43
$491K 0.56%
+10,327
44
$486K 0.55%
+2,978
45
$475K 0.54%
+5,140
46
$468K 0.53%
+31,366
47
$459K 0.52%
+14,166
48
$451K 0.51%
+6,496
49
$445K 0.5%
+8,322
50
$443K 0.5%
+3,974
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