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
$102M
AUM Growth
-$67K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$276K
2 +$18

Top Sells

1 +$656K
2 +$209K
3 +$190K
4
GE icon
GE Aerospace
GE
+$181K
5
LLTC
Linear Technology Corp
LLTC
+$97.4K

Sector Composition

1 Technology 24.65%
2 Energy 23.67%
3 Financials 18.11%
4 Consumer Staples 7.95%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$277K 0.27%
2,820
52
$275K 0.27%
10,998
53
$266K 0.26%
3,190
54
$255K 0.25%
7,369
55
$238K 0.23%
2,400
56
$210K 0.21%
1,600
57
-16,360
58
-3,129