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
$71.7M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.49M
3
+$1.32M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.27M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.27M

Top Sells

1
+$2.96M
2
+$2.05M
3
+$1.77M
4
IDHD
Invesco S&P International Developed High Dividend Low Volatility ETF
IDHD
+$1.45M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.07M

Sector Composition

1 Technology 6.25%
2 Communication Services 3.18%
3 Industrials 2.06%
4 Consumer Discretionary 1.94%
5 Healthcare 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$334K 0.47%
4,039
+9
52
$333K 0.46%
27,642
-3,724
53
$332K 0.46%
2,533
-10
54
$326K 0.45%
10,782
-227
55
$320K 0.45%
+14,919
56
$305K 0.43%
5,240
57
$295K 0.41%
2,459
-41
58
$290K 0.4%
1,551
+9
59
$282K 0.39%
23,135
+452
60
$277K 0.39%
5,124
+106
61
$277K 0.39%
4,808
+330
62
$270K 0.38%
8,727
+55
63
$263K 0.37%
3,999
+16
64
$262K 0.37%
2,119
65
$257K 0.36%
3,496
+10
66
$249K 0.35%
1,525
+5
67
$247K 0.34%
3,580
+18
68
$242K 0.34%
20,903
-12,912
69
$241K 0.34%
4,383
-172
70
$240K 0.33%
2,510
-880
71
$237K 0.33%
3,300
-674
72
$222K 0.31%
+4,012
73
$219K 0.31%
3,099
+25
74
$216K 0.3%
5,701
-795
75
$213K 0.3%
28,583
-489
1 2
3
4