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
$577M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$2.09M
3
+$1.98M
4
AAPL icon
Apple
AAPL
+$1.25M
5
AMZN icon
Amazon
AMZN
+$845K

Top Sells

1
+$2.99M
2
+$1.35M
3
+$743K
4
SU icon
Suncor Energy
SU
+$554K
5
V icon
Visa
V
+$425K

Sector Composition

1 Energy 14.02%
2 Technology 4.19%
3 Healthcare 3.03%
4 Financials 2.76%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.33%
12,264
+516
27
$1.9M 0.33%
5,212
+56
28
$1.88M 0.33%
17,126
-390
29
$1.76M 0.31%
30,823
+3,385
30
$1.73M 0.3%
6,517
+3
31
$1.65M 0.29%
40,123
+1,117
32
$1.64M 0.28%
34,549
-2,087
33
$1.48M 0.26%
29,111
+21
34
$1.36M 0.24%
12,253
-12
35
$1.31M 0.23%
14,895
-89
36
$1.28M 0.22%
9,197
+507
37
$1.27M 0.22%
7,673
-459
38
$1.22M 0.21%
13,084
+502
39
$1.12M 0.19%
10,874
-2,701
40
$1.1M 0.19%
23,036
+327
41
$1.1M 0.19%
20,067
+310
42
$1.09M 0.19%
12,355
+1,796
43
$1.08M 0.19%
17,794
+2,662
44
$1.01M 0.18%
19,716
-280
45
$993K 0.17%
97,057
-2,490
46
$988K 0.17%
5,017
+258
47
$973K 0.17%
14,806
48
$965K 0.17%
17,820
-3,080
49
$961K 0.17%
81,738
50
$913K 0.16%
19,281
+58
1
2
3 4 5