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
$107M
AUM Growth
-$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$267K
2 +$208K
3 +$179K

Top Sells

1 +$17

Sector Composition

1 Financials 28.07%
2 Technology 24.57%
3 Healthcare 13.31%
4 Energy 11.89%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$218K 0.2%
2,000
52
$208K 0.19%
+4,000
53
$180K 0.17%
2,793