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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$112K 0.02%
3,575
-500
252
$108K 0.01%
1,214
-220
253
$106K 0.01%
3,900
254
$106K 0.01%
600
-30
255
$102K 0.01%
1,980
-60
256
$99K 0.01%
718
+10
257
$96K 0.01%
566
258
$94K 0.01%
700
259
$90K 0.01%
978
260
$88K 0.01%
165
261
$85K 0.01%
200
262
$85K 0.01%
334
+15
263
$85K 0.01%
295
-5
264
$84K 0.01%
3,685
-285
265
$80K 0.01%
9,200
-1,500
266
$77K 0.01%
200
-125
267
$74K 0.01%
664
268
$73K 0.01%
472
269
$71K 0.01%
374
+14
270
$69K 0.01%
150
271
$68K 0.01%
900
-300
272
$65K 0.01%
1,319
273
$62K 0.01%
1,488
-135
274
$60K 0.01%
480
-435
275
$59K 0.01%
125
-5
9 10
11
12 13