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
$728M
AUM Growth
-$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$4.11M
3 +$3.1M
4
HD icon
Home Depot
HD
+$696K
5
CL icon
Colgate-Palmolive
CL
+$639K

Top Sells

1 +$14.5M
2 +$9.32M
3 +$8.65M
4
PII icon
Polaris
PII
+$8.54M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.91M

Sector Composition

1 Healthcare 15.08%
2 Financials 11.81%
3 Technology 11.74%
4 Consumer Staples 11.02%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-250,064