RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$702K
3
+$536K
4
SBUX icon
Starbucks
SBUX
+$457K
5
SNOW icon
Snowflake
SNOW
+$334K

Top Sells

1
+$722K
2
+$694K
3
+$641K
4
CSCO icon
Cisco
CSCO
+$500K
5
NVDA icon
NVIDIA
NVDA
+$471K

Sector Composition

1 Technology 29.54%
2 Financials 13.67%
3 Healthcare 12.62%
4 Consumer Discretionary 11.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$153K 0.02%
1,298
227
$151K 0.02%
3,320
+50
228
$149K 0.02%
4,140
229
$148K 0.02%
4,705
-545
230
$141K 0.02%
110
-5
231
$134K 0.02%
2,307
-18
232
$133K 0.02%
1,520
233
$133K 0.02%
1,231
234
$132K 0.02%
3,900
235
$130K 0.02%
713
+348
236
$128K 0.02%
2,135
237
$128K 0.02%
1,120
-19
238
$127K 0.02%
626
239
$127K 0.02%
+2,240
240
$126K 0.02%
1,509
241
$124K 0.02%
6,320
-1,663
242
$120K 0.02%
2,055
243
$118K 0.02%
915
-1,653
244
$118K 0.02%
1,215
245
$113K 0.02%
3,600
246
$112K 0.02%
266
247
$111K 0.02%
630
248
$109K 0.02%
505
+5
249
$109K 0.02%
892
250
$106K 0.02%
1,035
-1,160
8 9
10
11 12