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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$304K 0.04%
8,400
+900
227
$304K 0.04%
9,800
+2,600
228
$293K 0.04%
3,240
+8
229
$288K 0.04%
586
230
$282K 0.04%
7,673
231
$280K 0.04%
1,816
+246
232
$266K 0.04%
503
+4
233
$255K 0.04%
1,246
-19
234
$253K 0.04%
1,800
235
$252K 0.04%
6,415
-4,275
236
$249K 0.04%
3,980
237
$246K 0.03%
2,000
238
$243K 0.03%
1,071
+261
239
$233K 0.03%
+2,835
240
$233K 0.03%
2,795
-25
241
$227K 0.03%
+2,524
242
$214K 0.03%
2,105
243
$210K 0.03%
1,358
244
$209K 0.03%
2,045
245
$204K 0.03%
1,122
+76
246
$204K 0.03%
2,800
247
$199K 0.03%
1,575
248
$198K 0.03%
1,110
249
$196K 0.03%
856
250
$191K 0.03%
+1,730
8 9
10
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