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
$92.3M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$204K
3 +$165K

Top Sells

1 +$1.64M
2 +$1.61M
3 +$698K
4
GS icon
Goldman Sachs
GS
+$244K
5
MO icon
Altria Group
MO
+$233K

Sector Composition

1 Technology 25.13%
2 Financials 22.57%
3 Energy 13.61%
4 Healthcare 10.23%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.23%
2,086
-104
52
$204K 0.22%
+2,198
53
-3,000