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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$94K 0.02%
551
252
$88K 0.02%
3,497
253
$87K 0.02%
410
254
$86K 0.02%
1,100
255
$86K 0.02%
775
256
$85K 0.02%
660
257
$84K 0.02%
1,422
258
$82K 0.01%
550
259
$81K 0.01%
3,600
260
$80K 0.01%
978
261
$78K 0.01%
1,220
262
$77K 0.01%
480
+425
263
$77K 0.01%
266
264
$77K 0.01%
34,010
-130
265
$74K 0.01%
6,100
266
$74K 0.01%
2,856
267
$72K 0.01%
367
268
$68K 0.01%
1,895
-125
269
$68K 0.01%
1,103
-8
270
$67K 0.01%
450
-700
271
$67K 0.01%
643
272
$66K 0.01%
1,330
273
$65K 0.01%
5,775
-900
274
$61K 0.01%
731
275
$61K 0.01%
300
9 10
11
12 13