RMC

Resources Management Corp Portfolio holdings

AUM $774M
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$902K
3
+$898K
4
MRK icon
Merck
MRK
+$684K
5
SCI icon
Service Corp International
SCI
+$551K

Top Sells

1
+$1.77M
2
+$1.7M
3
+$1.08M
4
HON icon
Honeywell
HON
+$980K
5
DIS icon
Walt Disney
DIS
+$826K

Sector Composition

1 Technology 27.97%
2 Financials 15.13%
3 Healthcare 12.75%
4 Consumer Discretionary 12.35%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$93K 0.01%
200
-66
252
$91K 0.01%
550
-50
253
$91K 0.01%
146
+100
254
$88K 0.01%
9,200
255
$88K 0.01%
334
256
$88K 0.01%
+1,139
257
$82K 0.01%
3,595
-7,523
258
$81K 0.01%
+475
259
$81K 0.01%
295
260
$80K 0.01%
165
261
$77K 0.01%
900
262
$73K 0.01%
572
+300
263
$72K 0.01%
416
-150
264
$70K 0.01%
640
-1,300
265
$69K 0.01%
1,584
-3,142
266
$69K 0.01%
+300
267
$66K 0.01%
150
268
$66K 0.01%
472
269
$64K 0.01%
374
270
$64K 0.01%
125
271
$64K 0.01%
+1,000
272
$63K 0.01%
193
273
$61K 0.01%
947
-1,772
274
$60K 0.01%
300
275
$58K 0.01%
+407
9 10
11
12 13