RM

Resource Management Portfolio holdings

AUM $970M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.03M
3
+$2.68M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.22M
5
XOM icon
Exxon Mobil
XOM
+$1.24M

Top Sells

1
+$2.85M
2
+$824K
3
+$407K
4
KO icon
Coca-Cola
KO
+$359K
5
CVX icon
Chevron
CVX
+$288K

Sector Composition

1 Energy 19.63%
2 Technology 3.64%
3 Financials 3.21%
4 Healthcare 2.84%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.31%
6,541
+2
27
$1.58M 0.31%
14,847
+1,676
28
$1.53M 0.3%
26,418
+602
29
$1.47M 0.29%
18,864
+400
30
$1.41M 0.28%
21,106
-1,525
31
$1.4M 0.27%
4,186
-215
32
$1.4M 0.27%
12,453
+41
33
$1.38M 0.27%
27,351
+256
34
$1.33M 0.26%
16,728
35
$1.27M 0.25%
28,983
-8,180
36
$1.22M 0.24%
8,704
+1,109
37
$1.21M 0.24%
35,027
+1,767
38
$1.16M 0.23%
16,766
+1,302
39
$1.14M 0.22%
18,915
+528
40
$1.1M 0.21%
13,154
+32
41
$1.06M 0.21%
15,284
+54
42
$1.06M 0.21%
6,468
-489
43
$1.06M 0.21%
18,671
-530
44
$1.05M 0.2%
14,400
45
$1.02M 0.2%
18,160
46
$1.02M 0.2%
20,474
+102
47
$1.02M 0.2%
11,918
+93
48
$874K 0.17%
19,593
+1,118
49
$837K 0.16%
4,512
+145
50
$837K 0.16%
10,593
+353
1
2
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