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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$169K 0.02%
+5,250
227
$162K 0.02%
1,518
+4
228
$160K 0.02%
1,100
229
$158K 0.02%
355
+349
230
$156K 0.02%
4,140
+240
231
$156K 0.02%
2,325
-85
232
$154K 0.02%
3,900
-1,000
233
$150K 0.02%
7,983
-1,900
234
$146K 0.02%
1,231
235
$146K 0.02%
1,665
236
$143K 0.02%
3,270
-200
237
$142K 0.02%
+115
238
$139K 0.02%
3,600
239
$138K 0.02%
630
240
$135K 0.02%
5,800
-325
241
$133K 0.02%
1,139
-136
242
$132K 0.02%
626
243
$130K 0.02%
1,509
-85
244
$125K 0.02%
2,055
245
$123K 0.02%
2,135
246
$119K 0.02%
10,700
-23,750
247
$116K 0.02%
265
248
$114K 0.02%
590
-185
249
$114K 0.02%
1,215
250
$112K 0.02%
892
8 9
10
11 12