RMSCM

R.M. Sincerbeaux Capital Management Portfolio holdings

AUM $177M
1-Year Est. Return 26.63%
This Quarter Est. Return
1 Year Est. Return
+26.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$27.9K

Top Sells

1
+$86.5K
2
+$45.1K
3
+$25.3K
4
WMB icon
Williams Companies
WMB
+$17.9K

Sector Composition

1 Technology 30.92%
2 Financials 24.11%
3 Energy 13.66%
4 Healthcare 12.25%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.97%
31,121
27
$1.37M 0.95%
13,500
-250
28
$1.28M 0.89%
32,600
29
$956K 0.67%
4,500
30
$912K 0.64%
6,957
31
$831K 0.58%
17,719
32
$726K 0.51%
4,450
33
$569K 0.4%
1,600
34
$516K 0.36%
5,200
35
$485K 0.34%
6,954
36
$417K 0.29%
10,998
37
$400K 0.28%
2,000
38
$371K 0.26%
2,248
39
$316K 0.22%
1,298
40
$275K 0.19%
4,955
41
$258K 0.18%
1,736
42
$250K 0.17%
3,332
43
$247K 0.17%
5,500
1
2