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
$751M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$10.7M
3 +$5.54M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.08M
5
HBAN icon
Huntington Bancshares
HBAN
+$248K

Top Sells

1 +$6.44M
2 +$5.23M
3 +$4.22M
4
USB icon
US Bancorp
USB
+$4.14M
5
MDT icon
Medtronic
MDT
+$3.35M

Sector Composition

1 Healthcare 15.1%
2 Industrials 12.61%
3 Consumer Staples 12.35%
4 Technology 10.55%
5 Energy 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.03%
+1,183
77
-3,477
78
-1,002
79
-4,577