RMC
Resources Management Corp Portfolio holdings
AUM
$736M
1-Year Return
18.86%
This Quarter Return
+8.84%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$554M
AUM Growth
+$31.1M
(+5.9%)
Cap. Flow
-$5.77M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
33.07%
Holding
497
New
8
Increased
90
Reduced
141
Closed
50
Top Buys
| 1 |
Avery Dennison
AVY
|
$982K |
| 2 |
XPO
XPO
|
$493K |
| 3 |
CrowdStrike
CRWD
|
$477K |
| 4 |
PARA
Paramount Global Class B
PARA
|
$467K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$432K |
Top Sells
| 1 |
Apple
AAPL
|
$1.64M |
| 2 |
Wells Fargo
WFC
|
$1.57M |
| 3 |
Exxon Mobil
XOM
|
$1.2M |
| 4 |
Chevron
CVX
|
$706K |
| 5 |
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% |
