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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$190K 0.03%
1,505
252
$190K 0.03%
10,535
-900
253
$183K 0.03%
1,440
254
$182K 0.03%
6,000
255
$174K 0.02%
1,245
-35
256
$172K 0.02%
490
257
$163K 0.02%
1,640
258
$161K 0.02%
+879
259
$160K 0.02%
3,125
260
$159K 0.02%
2,856
261
$158K 0.02%
1,435
262
$153K 0.02%
384
+29
263
$152K 0.02%
1,025
264
$150K 0.02%
634
-11
265
$145K 0.02%
3,550
-1,000
266
$142K 0.02%
1,565
267
$141K 0.02%
6,100
268
$139K 0.02%
2,590
269
$134K 0.02%
2,691
-16
270
$128K 0.02%
1,100
271
$120K 0.02%
+1,450
272
$118K 0.02%
3,244
-7,550
273
$117K 0.02%
759
274
$114K 0.02%
5,375
275
$105K 0.01%
+1,874
9 10
11
12 13