RM
Resource Management Portfolio holdings
AUM
$970M
1-Year Est. Return
28.05%
1 Year Est. Return
+28.05%
AUM
$970M
AUM Growth
+$94.1M
(+11%)
Holding
201
Top Buys
| 1 | +$5.02M | |
| 2 | +$4.85M | |
| 3 | +$1.27M | |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$854K |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$680K |
Top Sells
| 1 | +$899K | |
| 2 | +$778K | |
| 3 | +$762K | |
| 4 |
CrowdStrike
CRWD
|
+$706K |
| 5 |
Wynn Resorts
WYNN
|
+$601K |
Sector Composition
| 1 | Technology | 7.71% |
| 2 | Energy | 7.54% |
| 3 | Financials | 2.34% |
| 4 | Healthcare | 2.33% |
| 5 | Consumer Discretionary | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
GE Aerospace
GE
$343B
| – | – |
-7,452
|
|