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
$547M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$1.03M
3
+$640K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$620K
5
LOW icon
Lowe's Companies
LOW
+$494K

Top Sells

1
+$1.28M
2
+$344K
3
+$298K
4
F icon
Ford
F
+$292K
5
AMAT icon
Applied Materials
AMAT
+$265K

Sector Composition

1 Energy 18.37%
2 Technology 4.04%
3 Financials 3.21%
4 Healthcare 3.1%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.32%
6,526
-15
27
$1.63M 0.3%
4,388
+202
28
$1.48M 0.27%
35,386
+359
29
$1.47M 0.27%
27,557
+206
30
$1.44M 0.26%
17,271
-1,593
31
$1.4M 0.26%
12,453
32
$1.39M 0.25%
16,378
-350
33
$1.34M 0.24%
29,001
+18
34
$1.33M 0.24%
18,241
-674
35
$1.3M 0.24%
21,407
+301
36
$1.28M 0.23%
11,923
+5
37
$1.26M 0.23%
8,355
-349
38
$1.22M 0.22%
20,220
+2,060
39
$1.19M 0.22%
16,780
+14
40
$1.18M 0.22%
15,218
-66
41
$1.12M 0.2%
18,500
-171
42
$1.11M 0.2%
120,437
-31,521
43
$1.09M 0.2%
6,162
-306
44
$1.08M 0.2%
13,154
45
$1.06M 0.19%
19,624
-6,354
46
$1.02M 0.19%
17,140
+2,260
47
$1.01M 0.18%
14,219
-181
48
$999K 0.18%
21,132
+658
49
$985K 0.18%
6,563
+264
50
$937K 0.17%
8,015
+67
1
2
3 4 5