RCYC

Richard C. Young & Co Portfolio holdings

AUM $1.01B
1-Year Est. Return 25.13%
This Quarter Est. Return
1 Year Est. Return
+25.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.63M
3
+$5.95M
4
SYY icon
Sysco
SYY
+$5.68M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$5.22M

Top Sells

1
+$10.6B
2
+$18.5M
3
+$16.6M
4
CLX icon
Clorox
CLX
+$8.63M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$4.24M

Sector Composition

1 Consumer Staples 16.07%
2 Utilities 11.8%
3 Energy 8.1%
4 Industrials 7.86%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8M 1.69%
383,650
-3,585
27
$7.86M 1.66%
183,739
+1,463
28
$7.54M 1.59%
457,590
-5,926
29
$7.38M 1.56%
208,873
+6,099
30
$7.1M 1.5%
131,670
-2,462
31
$7.07M 1.49%
143,871
+3,916
32
$7M 1.48%
101,375
+2,803
33
$6.83M 1.44%
95,974
+699
34
$6.41M 1.35%
92,112
-2,530
35
$6.34M 1.34%
155,768
-7,527
36
$5.95M 1.26%
+52,956
37
$5.68M 1.2%
+143,020
38
$5.22M 1.1%
+85,729
39
$5.18M 1.09%
186,156
+6,795
40
$4.82M 1.02%
83,372
+1,735
41
$4.22M 0.89%
+5,881
42
$4.14M 0.88%
+54,377
43
$4.03M 0.85%
235,161
+1,677
44
$3.95M 0.83%
101,578
-2,988
45
$3.94M 0.83%
+30,275
46
$3.57M 0.76%
98,131
-46,861
47
$3.48M 0.74%
76,204
+198
48
$3.45M 0.73%
129,628
-598
49
$3.42M 0.72%
354,308
+8,982
50
$3.27M 0.69%
+158,747
1
2
3 4