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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.26M
3
+$961K
4
SBUX icon
Starbucks
SBUX
+$722K
5
UNH icon
UnitedHealth
UNH
+$636K

Top Sells

1
+$2.46M
2
+$2.42M
3
+$2.09M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.62M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$110K 0.02%
1,520
252
$108K 0.02%
359
253
$106K 0.02%
740
254
$105K 0.02%
266
255
$103K 0.02%
500
-30
256
$101K 0.01%
683
257
$99K 0.01%
1,750
258
$97K 0.01%
1,054
259
$96K 0.01%
720
260
$92K 0.01%
566
261
$90K 0.01%
334
-40
262
$84K 0.01%
978
263
$82K 0.01%
200
264
$79K 0.01%
+600
265
$78K 0.01%
300
266
$77K 0.01%
2,075
267
$73K 0.01%
250
268
$70K 0.01%
193
269
$70K 0.01%
664
270
$69K 0.01%
365
+58
271
$67K 0.01%
+118
272
$66K 0.01%
+21
273
$65K 0.01%
625
274
$65K 0.01%
3,709
-1,000
275
$63K 0.01%
1,200
9 10
11
12 13