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
76
$287K 0.33%
+3,074
77
$257K 0.29%
+4,644
78
$255K 0.29%
+4,460
79
$254K 0.29%
+894
80
$241K 0.27%
+1,498
81
$237K 0.27%
+1,903
82
$232K 0.26%
+2,541
83
$218K 0.25%
+4,816
84
$215K 0.24%
+2,427
85
$191K 0.22%
+14,637
1 2 3
4