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
$746M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$23.8M
2 +$5.85M
3 +$5.71M
4
REYN icon
Reynolds Consumer Products
REYN
+$5.41M
5
AVA icon
Avista
AVA
+$3.16M

Sector Composition

1 Industrials 16.45%
2 Consumer Staples 12.61%
3 Healthcare 12.18%
4 Technology 12.02%
5 Energy 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-213,399
77
-707,507
78
-6,380
79
-211,253