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RICHC
Renaissance Investment Consultants Holding Company Portfolio holdings
AUM
$107M
1-Year Est. Return
18.13%
This Fund
S&P 500
1 Year Est. Return
+18.13%
AUM
$107M
AUM Growth
+$15.5M
(+17%)
Holding
87
Top Buys
| 1 | +$772K | |
| 2 | +$733K | |
| 3 | +$603K | |
| 4 |
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
|
+$480K |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$456K |
Top Sells
| 1 | +$857K | |
| 2 | +$598K | |
| 3 | +$325K | |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$267K |
| 5 |
Intel
INTC
|
+$253K |
Sector Composition
| 1 | Technology | 6.62% |
| 2 | Communication Services | 2.61% |
| 3 | Consumer Discretionary | 2.14% |
| 4 | Healthcare | 1.7% |
| 5 | Industrials | 1.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AstraZeneca
AZN
$281B
| $214K | 0.2% |
3,886
+17
|
|
||
77
TrueShares Structured Outcome August ETF
AUGZ
$40.5M
| $208K | 0.19% |
+7,891
|
|
||
|
ETW
78
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.01B
| $202K | 0.19% |
22,119
-1,900
|
|
||
79
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.22B
| $201K | 0.19% |
2,135
-455
|
|
||
80
VanEck Biotech ETF
BBH
$382M
| – | – |
-1,367
|
|
||
81
BlackRock Enhanced Captial and Income Fund
CII
$1.01B
| – | – |
-10,318
|
|
||
82
Invesco S&P International Developed Low Volatility ETF
IDLV
$333M
| – | – |
-21,204
|
|
||
|
83
Intel
INTC
$665B
| – | – |
-5,143
|
|
||
|
MPV
84
Barings Participation Investors
MPV
$184M
| – | – |
-20,381
|
|
||
85
Overlay Shares Foreign Equity ETF
OVF
$41.9M
| – | – |
-36,316
|
|
||
86
Overlay Shares Large Cap Equity ETF
OVL
$277M
| – | – |
-8,242
|
|
||
87
Pfizer
PFE
$141B
| – | – |
-8,779
|
|