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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$160K 0.03%
2,000
227
$150K 0.03%
1,575
228
$148K 0.03%
1,955
-600
229
$144K 0.03%
3,300
230
$138K 0.02%
1,305
231
$136K 0.02%
1,500
232
$134K 0.02%
490
233
$132K 0.02%
524
-5
234
$131K 0.02%
772
-40
235
$128K 0.02%
856
-100
236
$127K 0.02%
1,922
+245
237
$126K 0.02%
11,840
238
$122K 0.02%
506
239
$120K 0.02%
700
240
$117K 0.02%
466
241
$117K 0.02%
6,000
242
$117K 0.02%
1,395
-45
243
$111K 0.02%
3,225
244
$111K 0.02%
355
245
$105K 0.02%
1,025
246
$103K 0.02%
1,185
-375
247
$100K 0.02%
853
248
$97K 0.02%
1,200
249
$97K 0.02%
675
-330
250
$95K 0.02%
759
8 9
10
11 12