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
$556M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.74M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$804K
5
MSFT icon
Microsoft
MSFT
+$336K

Top Sells

1
+$1.11M
2
+$728K
3
+$352K
4
CVX icon
Chevron
CVX
+$277K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Energy 15.6%
2 Technology 3.75%
3 Healthcare 3.17%
4 Financials 2.86%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.35%
21,600
+460
27
$1.82M 0.33%
17,516
+535
28
$1.8M 0.32%
11,748
-4,753
29
$1.77M 0.32%
36,636
-3,185
30
$1.74M 0.31%
8,663
+30
31
$1.69M 0.3%
6,514
-15
32
$1.62M 0.29%
27,438
+449
33
$1.59M 0.29%
12,265
-61
34
$1.57M 0.28%
39,006
+990
35
$1.52M 0.27%
13,575
-1,345
36
$1.36M 0.25%
29,090
+61
37
$1.35M 0.24%
15,979
-399
38
$1.3M 0.23%
8,132
-224
39
$1.25M 0.23%
14,984
-487
40
$1.25M 0.22%
19,757
+1,510
41
$1.23M 0.22%
20,900
+340
42
$1.22M 0.22%
22,709
+908
43
$1.21M 0.22%
6,948
+741
44
$1.2M 0.22%
12,582
+129
45
$1.11M 0.2%
7,095
+338
46
$1.1M 0.2%
19,223
+254
47
$1.03M 0.19%
17,600
+460
48
$1.01M 0.18%
15,132
-379
49
$966K 0.17%
19,996
+380
50
$965K 0.17%
8,690
+810
1
2
3 4 5