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
$110M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$1.74M
2 +$132K
3 +$103K
4
V icon
Visa
V
+$91.2K
5
DOC icon
Healthpeak Properties
DOC
+$88.8K

Sector Composition

1 Financials 26.72%
2 Technology 23.53%
3 Energy 14.01%
4 Healthcare 13.21%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$234K 0.21%
2,793
-20,824
52
$224K 0.2%
5,500