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
$123M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$33.2K

Top Sells

1
+$1.2M
2
+$917K
3
+$668K
4
QCOM icon
Qualcomm
QCOM
+$427K
5
ADP icon
Automatic Data Processing
ADP
+$417K

Sector Composition

1 Financials 29.31%
2 Technology 27.47%
3 Energy 13.55%
4 Healthcare 9.65%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-31,800
52
– –
-9,978
53
– –
-4,065
1 2
3