RMSCM

R.M. Sincerbeaux Capital Management Portfolio holdings

AUM $179M
1-Year Est. Return 16.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$200K
2 +$111K
3 +$91.7K
4
MDLZ icon
Mondelez International
MDLZ
+$49K
5
FDX icon
FedEx
FDX
+$35.3K

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.94%
2 Technology 25.79%
3 Energy 15.1%
4 Healthcare 10.81%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$236K 0.19%
9,978
52
$219K 0.18%
+2,000
53
$118K 0.1%
+2,364