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
$620M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.9M
3
+$7.77M
4
EVR icon
Evercore
EVR
+$7.05M
5
ADP icon
Automatic Data Processing
ADP
+$6.73M

Top Sells

1
+$15.1M
2
+$12M
3
+$11.4M
4
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$10.7M
5
DIS icon
Walt Disney
DIS
+$7.57M

Sector Composition

1 Healthcare 16.78%
2 Industrials 11.53%
3 Consumer Staples 11.09%
4 Technology 9.66%
5 Financials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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