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

Top Buys

1 +$28.6K

Top Sells

1 +$1.24M
2 +$925K
3 +$668K
4
QCOM icon
Qualcomm
QCOM
+$444K
5
ADP icon
Automatic Data Processing
ADP
+$424K

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