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
$110M
AUM Growth
+$329K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.13M
3 +$204K

Top Sells

1 +$704K
2 +$207K
3 +$160K
4
EEQ
Enbridge Energy Management Llc
EEQ
+$134K
5
KMI icon
Kinder Morgan
KMI
+$65.9K

Sector Composition

1 Technology 24.44%
2 Energy 21.47%
3 Financials 17.81%
4 Healthcare 8.98%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$260K 0.24%
4,600
52
$253K 0.23%
3,000
53
$214K 0.19%
2,198
54
$209K 0.19%
2,190
-400
55
$204K 0.19%
+2,600
56
-1,600