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
$103M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$393K
2 +$381K
3 +$42.3K

Top Sells

1 +$2.08M
2 +$395K
3 +$202K
4
V icon
Visa
V
+$165K
5
CCI icon
Crown Castle
CCI
+$75.3K

Sector Composition

1 Technology 23.91%
2 Financials 20.17%
3 Energy 19.23%
4 Healthcare 9.17%
5 Consumer Staples 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$247K 0.24%
4,752
52
$239K 0.23%
3,000
53
$227K 0.22%
2,086
54
$209K 0.2%
2,600
55
-76,600