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
51
$421K 0.48%
+4,533
52
$407K 0.46%
+6,080
53
$406K 0.46%
+4,030
54
$399K 0.45%
+11,009
55
$371K 0.42%
+22,683
56
$370K 0.42%
+2,543
57
$368K 0.42%
+4,243
58
$351K 0.4%
+6,899
59
$350K 0.4%
+5,240
60
$348K 0.39%
+3,983
61
$346K 0.39%
+3,562
62
$342K 0.39%
+2,500
63
$338K 0.38%
+4,478
64
$337K 0.38%
+8,065
65
$335K 0.38%
+1,542
66
$320K 0.36%
+1,520
67
$320K 0.36%
+8,672
68
$303K 0.34%
+3,486
69
$299K 0.34%
+5,018
70
$299K 0.34%
+2,712
71
$297K 0.34%
+29,072
72
$296K 0.34%
+2,078
73
$293K 0.33%
+2,119
74
$293K 0.33%
+2,057
75
$293K 0.33%
+4,555
1 2
3
4