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
51
$3.15M 0.67%
214,606
+2,072
52
$3.13M 0.66%
99,125
-100,054
53
$2.83M 0.6%
154,025
+399
54
$2.5M 0.53%
89,918
+33,052
55
$2.26M 0.48%
119,550
-40,043
56
$2.18M 0.46%
+86,918
57
$2.14M 0.45%
+50,614
58
$1.98M 0.42%
58,039
-58,296
59
$1.96M 0.41%
130,288
-64,994
60
$1.96M 0.41%
28,489
-171
61
$1.58M 0.33%
10,789
-4,835
62
$1.47M 0.31%
58,853
+28,438
63
$1.39M 0.29%
18,387
+703
64
$1.33M 0.28%
20,475
+705
65
$1.23M 0.26%
10,601
+3,080
66
$1.08M 0.23%
117,934
+21,895
67
$787K 0.17%
11,383
-1,090
68
$742K 0.16%
+84,737
69
$702K 0.15%
14,986
+192
70
$641K 0.14%
+3,100
71
$634K 0.13%
9,876
+983
72
$465K 0.1%
11,805
+104
73
$320K 0.07%
+7,043
74
$199K 0.04%
13,956
+166
75
$161K 0.03%
11,804
+144
1 2
3
4