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
$109M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$212K
2 +$67.3K
3 +$38.2K
4
CBL
CBL& Associates Properties, Inc.
CBL
+$806

Top Sells

1 +$210K
2 +$96.8K
3 +$81.7K
4
JPM icon
JPMorgan Chase
JPM
+$72.3K
5
KO icon
Coca-Cola
KO
+$25.6K

Sector Composition

1 Energy 26.16%
2 Technology 23.8%
3 Financials 16.9%
4 Consumer Staples 7.94%
5 Healthcare 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$297K 0.27%
3,190
52
$296K 0.27%
10,998
53
$288K 0.26%
4,600
54
$252K 0.23%
2,400
55
$252K 0.23%
7,369
56
$226K 0.21%
3,000
57
$212K 0.19%
+4,000
58
$206K 0.19%
1,600
59
-1,800