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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$152K 0.02%
3,390
-9,546
227
$152K 0.02%
1,131
-10,733
228
$151K 0.02%
+4,688
229
$150K 0.02%
708
+213
230
$149K 0.02%
+259
231
$149K 0.02%
2,440
+1,203
232
$141K 0.02%
2,700
+110
233
$131K 0.02%
1,869
-2,626
234
$130K 0.02%
1,275
-47,660
235
$126K 0.02%
1,244
+510
236
$126K 0.02%
1,181
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237
$117K 0.02%
+656
238
$116K 0.02%
6,750
-24,450
239
$115K 0.02%
352
-2,118
240
$115K 0.02%
5,962
-63,039
241
$115K 0.02%
1,309
-5,216
242
$111K 0.02%
1,100
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243
$107K 0.02%
315
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244
$107K 0.02%
1,231
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245
$103K 0.02%
1,283
-40,032
246
$103K 0.02%
+411
247
$103K 0.02%
6,560
+5,630
248
$101K 0.02%
990
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249
$101K 0.02%
+550
250
$98K 0.02%
734
-375
8 9
10
11 12