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
$797M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$15.5M
3 +$15.4M
4
MSFT icon
Microsoft
MSFT
+$14.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.6M

Top Sells

1 +$19.1M
2 +$14.7M
3 +$13.5M
4
UPS icon
United Parcel Service
UPS
+$11.9M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$6.77M

Sector Composition

1 Industrials 14.68%
2 Technology 14.43%
3 Energy 11.65%
4 Consumer Staples 10.93%
5 Healthcare 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-242,497
77
-12,552
78
-104,648
79
-44,638
80
-111,092
81
-55,854
82
-4,500
83
-1,711
84
-95,316