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
51
$909K 0.16%
6,269
-679
52
$884K 0.15%
16,360
-1,240
53
$849K 0.15%
16,381
-604
54
$820K 0.14%
4,697
-403
55
$813K 0.14%
8,920
56
$806K 0.14%
4,645
-2,450
57
$802K 0.14%
15,326
+2,804
58
$796K 0.14%
9,710
-72
59
$787K 0.14%
5,998
-291
60
$767K 0.13%
4,163
+7
61
$737K 0.13%
17,982
+7,546
62
$700K 0.12%
5,528
-594
63
$691K 0.12%
18,774
-1,230
64
$685K 0.12%
3,939
-196
65
$675K 0.12%
3,985
+93
66
$666K 0.12%
13,502
-7,015
67
$662K 0.11%
12,866
+4,220
68
$656K 0.11%
16,378
-453
69
$642K 0.11%
16,146
-489
70
$639K 0.11%
5,545
+14
71
$596K 0.1%
1,800
72
$589K 0.1%
11,705
-1,206
73
$582K 0.1%
3,018
+115
74
$564K 0.1%
10,762
75
$558K 0.1%
4,233
+963
1 2
3
4 5