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
$823M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$12.9M
3 +$10.7M
4
KO icon
Coca-Cola
KO
+$9.28M
5
QCOM icon
Qualcomm
QCOM
+$7.43M

Top Sells

1 +$12.7M
2 +$11.3M
3 +$7.24M
4
AVA icon
Avista
AVA
+$3.55M
5
SNY icon
Sanofi
SNY
+$3.51M

Sector Composition

1 Technology 19.15%
2 Industrials 13.19%
3 Energy 11.29%
4 Consumer Staples 10.67%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$223K 0.03%
4,655
+28
77
$218K 0.03%
9,882
78
-1,135
79
-419
80
-131,600
81
-224,354
82
-1,490