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
$97.2M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$527K
2 +$124K

Top Sells

1 +$826K
2 +$399K
3 +$142K
4
MO icon
Altria Group
MO
+$82.9K
5
HD icon
Home Depot
HD
+$63.8K

Sector Composition

1 Technology 24.87%
2 Financials 19.27%
3 Energy 17.27%
4 Consumer Staples 9.65%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$220K 0.23%
3,000
52
$220K 0.23%
2,086
53
$206K 0.21%
2,600
54
-12,000
55
-36,000