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RMSCM

R.M. Sincerbeaux Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 10.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$262K
3
+$138K
4
ADP icon
Automatic Data Processing
ADP
+$90.3K
5
WMT icon
Walmart Inc
WMT
+$89.6K

Top Sells

1
+$29.7K

Sector Composition

1 Technology 29.34%
2 Financials 27.13%
3 Energy 16.79%
4 Healthcare 9.73%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.86%
9,816
27
$1.53M 0.82%
11,433
28
$1.51M 0.81%
6,400
29
$1.39M 0.75%
21,032
+1,200
30
$1.29M 0.69%
4,573
+100
31
$1.02M 0.55%
13,939
32
$760K 0.41%
1,600
33
$608K 0.33%
3,916
34
$503K 0.27%
2,000
35
$492K 0.26%
5,200
36
$360K 0.19%
1,414
37
$267K 0.14%
1,736
38
$266K 0.14%
3,332
39
$173K 0.09%
17,460
+37
1
2