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
$524M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$9.1M
3
+$8.78M
4
MDT icon
Medtronic
MDT
+$8.63M
5
SNY icon
Sanofi
SNY
+$8.58M

Top Sells

1
+$34.1M
2
+$27.3M
3
+$4.58M
4
SYY icon
Sysco
SYY
+$4M
5
IYE icon
iShares US Energy ETF
IYE
+$2.42M

Sector Composition

1 Healthcare 17.71%
2 Industrials 12.75%
3 Consumer Staples 12.33%
4 Financials 12.11%
5 Technology 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.23M 1.57%
+204,227
27
$8.14M 1.55%
50,369
+2,455
28
$7.64M 1.46%
38,783
+2,112
29
$7.63M 1.46%
132,171
-1,805
30
$7.61M 1.45%
94,212
+25,972
31
$7.61M 1.45%
19,955
-480
32
$7.36M 1.4%
136,431
+52,721
33
$6.9M 1.32%
5,337
-135
34
$6.79M 1.3%
183,681
+8,772
35
$6.75M 1.29%
35,315
+12,059
36
$6.68M 1.28%
63,010
+2,989
37
$6.4M 1.22%
101,126
+3,179
38
$6.32M 1.21%
56,898
+31,151
39
$6.23M 1.19%
439,077
+9,348
40
$6.14M 1.17%
42,762
+3,290
41
$6.04M 1.15%
44,774
+32,173
42
$5.91M 1.13%
56,188
+398
43
$5.9M 1.13%
66,797
-667
44
$5.74M 1.1%
252,649
+4,703
45
$5.66M 1.08%
47,957
+28,388
46
$5.51M 1.05%
169,353
+8,211
47
$5.23M 1%
128,771
+10,459
48
$4.87M 0.93%
61,628
+5,863
49
$4.81M 0.92%
+50,521
50
$4.66M 0.89%
58,096
-872
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