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
$404M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.77M
2 +$6.5M
3 +$4.08M
4
RGLD icon
Royal Gold
RGLD
+$2.94M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.65M

Top Sells

1 +$7.21M
2 +$4.88M
3 +$4.53M
4
MOS icon
The Mosaic Company
MOS
+$3.02M
5
WR
Westar Energy Inc
WR
+$2.91M

Sector Composition

1 Consumer Staples 18.51%
2 Industrials 9.71%
3 Financials 9.08%
4 Utilities 7.18%
5 Healthcare 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-104,262