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
$523M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$748K
3
+$596K
4
SBUX icon
Starbucks
SBUX
+$530K
5
LULU icon
lululemon athletica
LULU
+$412K

Top Sells

1
+$5.86M
2
+$643K
3
+$417K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$236K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Technology 24.69%
2 Healthcare 15.01%
3 Financials 13.03%
4 Consumer Discretionary 11%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$137K 0.03%
3,300
-466
227
$136K 0.03%
1,560
228
$135K 0.03%
970
+10
229
$135K 0.03%
529
+50
230
$128K 0.02%
3,690
+155
231
$127K 0.02%
1,305
-50
232
$127K 0.02%
1,500
233
$125K 0.02%
3,225
234
$122K 0.02%
34,140
-10
235
$114K 0.02%
490
236
$114K 0.02%
3,497
+301
237
$111K 0.02%
1,998
+88
238
$109K 0.02%
506
-168
239
$107K 0.02%
6,000
240
$106K 0.02%
707
241
$105K 0.02%
1,150
+275
242
$104K 0.02%
540
+60
243
$103K 0.02%
1,200
244
$102K 0.02%
2,020
+1,185
245
$99K 0.02%
355
246
$96K 0.02%
1,440
247
$95K 0.02%
2,856
248
$90K 0.02%
1,025
249
$89K 0.02%
853
+20
250
$89K 0.02%
3,500
8 9
10
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