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

Top Buys

1
+$16.7M
2
+$14.6M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$14.2M
5
JPM icon
JPMorgan Chase
JPM
+$8.65M

Top Sells

1
+$19.1M
2
+$14.7M
3
+$13.5M
4
UPS icon
United Parcel Service
UPS
+$12.1M
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
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80
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81
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82
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-4,500
83
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-1,711
84
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-95,316
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4