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
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$69.9K

Top Sells

1 +$1.16M
2 +$898K
3 +$817K
4
ADP icon
Automatic Data Processing
ADP
+$481K
5
EBAY icon
eBay
EBAY
+$422K

Sector Composition

1 Technology 24.02%
2 Financials 19.8%
3 Energy 19.52%
4 Healthcare 9.83%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.2%
2,198
52
-26,400
53
-4,600
54
-12,000
55
-6,150