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
$444M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$8.24M
2 +$7.78M
3 +$2.98M
4
SLV icon
iShares Silver Trust
SLV
+$2.01M
5
LOW icon
Lowe's Companies
LOW
+$1.79M

Sector Composition

1 Consumer Staples 20.65%
2 Industrials 10.62%
3 Financials 8.02%
4 Healthcare 7.93%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,469
77
-211,366
78
-144,749
79
-20,666