RCYC
Richard C. Young & Co Portfolio holdings
AUM
$1.01B
1-Year Return
25.13%
This Quarter Return
+4.35%
1 Year Return
+25.13%
3 Year Return
+53.31%
5 Year Return
+97.01%
10 Year Return
+184.01%
AUM
$444M
AUM Growth
+$4.97M
(+1.1%)
Cap. Flow
-$6.25M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
35.55%
Holding
79
New
3
Increased
31
Reduced
33
Closed
12
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$8.24M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$7.78M |
| 3 |
General Mills
GIS
|
$2.98M |
| 4 |
iShares Silver Trust
SLV
|
$2.01M |
| 5 |
Lowe's Companies
LOW
|
$1.79M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 20.65% |
| 2 | Industrials | 10.62% |
| 3 | Financials | 8.02% |
| 4 | Healthcare | 7.93% |
| 5 | Communication Services | 5.24% |