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
76
-54,516
77
-560,541
78
-15,812
79
-2,501
80
-89,855