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
$458M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$5.07M
3 +$4.99M
4
CVS icon
CVS Health
CVS
+$4.38M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$4.31M

Top Sells

1 +$9.63M
2 +$9.11M
3 +$5.22M
4
OIH icon
VanEck Oil Services ETF
OIH
+$4.22M
5
RCI icon
Rogers Communications
RCI
+$3.95M

Sector Composition

1 Consumer Staples 15.21%
2 Utilities 11.66%
3 Energy 9.65%
4 Industrials 7.82%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,789
77
-9,876
78
-86,918
79
-158,747