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
101
$335K 0.06%
6,155
102
$328K 0.06%
2,966
-5
103
$326K 0.06%
2,178
104
$325K 0.06%
4,061
105
$324K 0.06%
+18,348
106
$323K 0.06%
7,345
-50
107
$321K 0.06%
4,379
+4
108
$321K 0.06%
3,842
+352
109
$301K 0.06%
4,502
+105
110
$297K 0.05%
1,776
+1
111
$297K 0.05%
795
+52
112
$293K 0.05%
2,936
113
$291K 0.05%
5,802
-20
114
$284K 0.05%
+9,693
115
$276K 0.05%
8,342
116
$273K 0.05%
5,615
+270
117
$267K 0.05%
3,375
118
$250K 0.05%
1,122
-5
119
$248K 0.05%
1,649
+2
120
$248K 0.05%
1,056
121
$243K 0.04%
2,246
122
$243K 0.04%
+8,953
123
$242K 0.04%
+1,004
124
$241K 0.04%
2,352
+99
125
$233K 0.04%
+2,306
2 3 4
5
6