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
$402M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$36.7M
3 +$17.5M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$14.2M
5
NEE icon
NextEra Energy
NEE
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.6%
2 Utilities 15.46%
3 Energy 8.05%
4 Communication Services 6.43%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$687K 0.17%
+13,586
52
$653K 0.16%
+8,390
53
$503K 0.13%
+19,223
54
$492K 0.12%
+4,820
55
$456K 0.11%
+6,504
56
$383K 0.1%
+10,183
57
$351K 0.09%
+12,259
58
$283K 0.07%
+8,397