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
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.62M
3
+$1.58M
4
LLY icon
Eli Lilly
LLY
+$1.13M
5
CRM icon
Salesforce
CRM
+$585K

Top Sells

1
+$1.36M
2
+$1.3M
3
+$1.17M
4
BMO icon
Bank of Montreal
BMO
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 32.14%
2 Financials 14.12%
3 Consumer Discretionary 11.66%
4 Healthcare 11.01%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$121K 0.02%
731
227
$111K 0.02%
514
-32
228
$110K 0.01%
654
+247
229
$110K 0.01%
146
230
$105K 0.01%
329
-187
231
$101K 0.01%
978
232
$100K 0.01%
200
233
$99K 0.01%
5,670
-175
234
$99K 0.01%
1,114
235
$95K 0.01%
1,780
236
$94K 0.01%
698
-50
237
$94K 0.01%
300
238
$93K 0.01%
3,210
-715
239
$90K 0.01%
295
240
$89K 0.01%
550
241
$88K 0.01%
165
242
$82K 0.01%
+1,319
243
$82K 0.01%
600
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244
$80K 0.01%
+2,600
245
$80K 0.01%
324
-10
246
$79K 0.01%
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-568
247
$79K 0.01%
3,900
248
$79K 0.01%
475
249
$76K 0.01%
1,584
250
$75K 0.01%
900
8 9
10
11 12