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
$124M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$676K
2 +$544K
3 +$489K
4
LOW icon
Lowe's Companies
LOW
+$230K
5
VZ icon
Verizon
VZ
+$217K

Top Sells

1 +$396K
2 +$22

Sector Composition

1 Financials 27.06%
2 Technology 26.08%
3 Energy 13.87%
4 Healthcare 12.28%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$253K 0.2%
9,978
52
$230K 0.19%
+2,000
53
$217K 0.18%
+4,065
54
$208K 0.17%
4,400
55
$144K 0.12%
2,667
56
-5,200