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

Top Buys

1 +$6.18M
2 +$5.6M
3 +$3.86M
4
USB icon
US Bancorp
USB
+$3.66M
5
AVA icon
Avista
AVA
+$3.57M

Top Sells

1 +$15.3M
2 +$10.7M
3 +$5.54M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.08M
5
INTC icon
Intel
INTC
+$2.44M

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
-57,886