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
Consumer Discretionary Select Sector SPDR Fund
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
1
$6.12M 6.93%
+82,356
2
$5.85M 6.62%
+133,212
3
$5.55M 6.29%
+84,814
4
$5.15M 5.83%
+21,099
5
$4.19M 4.74%
+33,446
6
$4.11M 4.65%
+76,578
7
$3.29M 3.72%
+11,142
8
$2.83M 3.21%
+38,852
9
$2.56M 2.9%
+77,364
10
$2.56M 2.89%
+23,296
11
$2.2M 2.49%
+34,931
12
$2.13M 2.41%
+22,268
13
$2.05M 2.32%
+29,816
14
$1.98M 2.25%
+84,145
15
$1.77M 2%
+44,958
16
$1.51M 1.71%
+84,140
17
$1.45M 1.64%
+51,718
18
$1.43M 1.62%
+3,638
19
$1.31M 1.49%
+6,188
20
$1.07M 1.22%
+60,931
21
$1.02M 1.16%
+6,475
22
$913K 1.03%
+9,154
23
$867K 0.98%
+2,688
24
$853K 0.97%
+12,437
25
$807K 0.91%
+49,223
1
2 3 4