RCYC

Richard C. Young & Co Portfolio holdings

AUM $1.12B
1-Year Est. Return 31.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.64%
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
+$16.4M
2
+$9.07M
3
+$5.87M
4
SYY icon
Sysco
SYY
+$5.54M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$5.34M

Top Sells

1
+$18.5M
2
+$16.3M
3
+$10.7M
4
CLX icon
Clorox
CLX
+$8.63M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$4.33M

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
– –
-15,812
77
– –
-2,501
78
– –
-89,855
79
– –
-54,516
80
– –
-560,541
1 2 3
4