RM
Resource Management Portfolio holdings
AUM
$970M
This Quarter Return
+0.04%
1 Year Return
+28.05%
3 Year Return
+83.22%
5 Year Return
–
10 Year Return
–
AUM
$573M
AUM Growth
+$573M
(-0.65%)
Cap. Flow
-$1.07M
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
75.22%
Holding
150
New
7
Increased
39
Reduced
59
Closed
8
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$2.89M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$1.98M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$922K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$690K |
| 5 |
UnitedHealth
UNH
|
$231K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.3M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$834K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$694K |
| 4 |
DuPont de Nemours
DD
|
$666K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$657K |
Sector Composition
| 1 | Energy | 12.4% |
| 2 | Technology | 4.53% |
| 3 | Healthcare | 2.89% |
| 4 | Financials | 2.82% |
| 5 | Industrials | 2.41% |
