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
51
$897K 0.16%
10,200
+111
52
$854K 0.16%
19,204
-389
53
$851K 0.16%
4,117
+12
54
$850K 0.16%
10,618
+25
55
$821K 0.15%
19,584
+200
56
$803K 0.15%
10,394
-294
57
$800K 0.15%
16,820
+5
58
$788K 0.14%
67,212
+24
59
$784K 0.14%
9,520
-600
60
$738K 0.13%
4,838
+544
61
$729K 0.13%
4,568
+1
62
$720K 0.13%
3,471
63
$699K 0.13%
71,761
64
$686K 0.13%
4,162
-350
65
$652K 0.12%
3,868
-759
66
$647K 0.12%
14,849
+4,764
67
$637K 0.12%
20,361
+981
68
$620K 0.11%
5,549
+105
69
$577K 0.11%
7,093
70
$568K 0.1%
10,762
71
$543K 0.1%
5,640
72
$532K 0.1%
2,000
-150
73
$518K 0.09%
14,675
+19
74
$516K 0.09%
7,186
+1
75
$494K 0.09%
+4,303
1 2
3
4 5