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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$184K 0.03%
887
-833
227
$178K 0.02%
1,525
228
$170K 0.02%
5,250
-1,125
229
$168K 0.02%
1,520
230
$164K 0.02%
2,135
231
$162K 0.02%
1,238
-60
232
$158K 0.02%
1,131
233
$153K 0.02%
1,215
234
$151K 0.02%
1,231
235
$151K 0.02%
458
-1
236
$147K 0.02%
518
-60
237
$140K 0.02%
1,085
+50
238
$138K 0.02%
1,000
-100
239
$137K 0.02%
1,480
240
$136K 0.02%
616
-10
241
$129K 0.02%
3,600
242
$128K 0.02%
2,055
243
$127K 0.02%
2,420
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244
$126K 0.02%
6,220
245
$126K 0.02%
266
246
$124K 0.02%
740
247
$122K 0.02%
4,140
248
$122K 0.02%
505
249
$119K 0.02%
529
-5
250
$116K 0.02%
877
-15
8 9
10
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