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
$726M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.56M
3
+$4.52M
4
MDT icon
Medtronic
MDT
+$3.9M
5
AVA icon
Avista
AVA
+$3.48M

Top Sells

1
+$15.3M
2
+$10.7M
3
+$5.54M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.08M
5
INTC icon
Intel
INTC
+$2.11M

Sector Composition

1 Healthcare 14.58%
2 Industrials 13.12%
3 Consumer Staples 12.68%
4 Technology 11.59%
5 Energy 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-161,965
77
– –
-115,772
1 2 3
4