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

Top Buys

1 +$6.12M
2 +$6.08M
3 +$4.02M
4
RGLD icon
Royal Gold
RGLD
+$2.69M
5
FNV icon
Franco-Nevada
FNV
+$2.6M

Top Sells

1 +$7.16M
2 +$4.98M
3 +$4.53M
4
WR
Westar Energy Inc
WR
+$3.03M
5
MOS icon
The Mosaic Company
MOS
+$3.02M

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
-99,409