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
$129M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$378K
2 +$133K

Top Sells

1 +$1.65M
2 +$1.05M
3 +$466K
4
QCOM icon
Qualcomm
QCOM
+$438K
5
VTRS icon
Viatris
VTRS
+$242K

Sector Composition

1 Financials 30.31%
2 Technology 27.91%
3 Energy 11.67%
4 Healthcare 10.38%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,565