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
$108M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.54M
3 +$141K

Top Sells

1 +$5.07M
2 +$114K
3 +$114K
4
V icon
Visa
V
+$97.8K
5
BAC icon
Bank of America
BAC
+$62K

Sector Composition

1 Technology 23.42%
2 Financials 22.83%
3 Energy 14.88%
4 Healthcare 10.31%
5 Industrials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$287K 0.27%
5,200
52
$232K 0.22%
4,752
53
$224K 0.21%
2,000
54
-81,260