RMC

Resources Management Corp Portfolio holdings

AUM $736M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$162K 0.03%
3,225
227
$158K 0.03%
1,767
+255
228
$157K 0.03%
1,543
229
$154K 0.03%
930
230
$151K 0.03%
1,150
+700
231
$149K 0.03%
1,575
232
$146K 0.03%
1,530
233
$143K 0.02%
1,143
234
$121K 0.02%
727
+400
235
$121K 0.02%
1,275
236
$120K 0.02%
490
-60
237
$112K 0.02%
1,585
+375
238
$109K 0.02%
1,375
-115
239
$109K 0.02%
+36,064
240
$108K 0.02%
1,422
241
$100K 0.02%
1,200
242
$99K 0.02%
700
243
$96K 0.02%
2,395
-5,110
244
$95K 0.02%
1,500
-225
245
$95K 0.02%
1,221
-151
246
$93K 0.02%
1,910
247
$93K 0.02%
480
248
$92K 0.02%
978
249
$90K 0.02%
1,610
+640
250
$88K 0.02%
1,461
-122
8 9
10
11 12