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
$654M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.32M
2 +$3.22M
3 +$1.71M
4
AAPL icon
Apple
AAPL
+$481K
5
MMM icon
3M
MMM
+$423K

Top Sells

1 +$34.8M
2 +$29.5M
3 +$6.03M
4
EQR icon
Equity Residential
EQR
+$3.52M
5
INTC icon
Intel
INTC
+$2.57M

Sector Composition

1 Healthcare 16.19%
2 Consumer Staples 12.66%
3 Industrials 12.06%
4 Technology 10.93%
5 Energy 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-48,760
77
-852,961
78
-191,829