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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$88K 0.02%
400
252
$87K 0.02%
355
253
$87K 0.02%
694
254
$85K 0.01%
1,665
255
$83K 0.01%
1,900
256
$83K 0.01%
1,390
-80
257
$82K 0.01%
1,237
258
$81K 0.01%
1,575
+375
259
$80K 0.01%
1,330
260
$80K 0.01%
775
-125
261
$79K 0.01%
990
-20
262
$77K 0.01%
822
263
$77K 0.01%
472
264
$77K 0.01%
643
265
$77K 0.01%
1,220
266
$76K 0.01%
550
267
$75K 0.01%
818
-5
268
$74K 0.01%
759
-50
269
$73K 0.01%
410
+25
270
$73K 0.01%
450
271
$72K 0.01%
855
-350
272
$72K 0.01%
281
+56
273
$71K 0.01%
835
-50
274
$68K 0.01%
1,500
275
$67K 0.01%
3,600
9 10
11
12 13