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
$524M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$8.63M
2 +$8.58M
3 +$8.48M
4
SNY icon
Sanofi
SNY
+$8.3M
5
NVO icon
Novo Nordisk
NVO
+$8.25M

Top Sells

1 +$34.1M
2 +$26.8M
3 +$4.58M
4
SYY icon
Sysco
SYY
+$4M
5
IYE icon
iShares US Energy ETF
IYE
+$2.42M

Sector Composition

1 Healthcare 17.71%
2 Industrials 12.75%
3 Consumer Staples 12.33%
4 Financials 12.11%
5 Technology 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-63,886