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
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.62M
3
+$1.58M
4
LLY icon
Eli Lilly
LLY
+$1.13M
5
CRM icon
Salesforce
CRM
+$585K

Top Sells

1
+$1.36M
2
+$1.3M
3
+$1.17M
4
BMO icon
Bank of Montreal
BMO
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 32.14%
2 Financials 14.12%
3 Consumer Discretionary 11.66%
4 Healthcare 11.01%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$74K 0.01%
675
-225
252
$74K 0.01%
416
253
$73K 0.01%
300
254
$72K 0.01%
472
255
$72K 0.01%
374
256
$69K 0.01%
610
-30
257
$68K 0.01%
+1,395
258
$65K 0.01%
6,700
-2,500
259
$64K 0.01%
193
260
$64K 0.01%
682
261
$63K 0.01%
150
262
$62K 0.01%
+1,544
263
$62K 0.01%
200
264
$60K 0.01%
1,000
265
$60K 0.01%
210
266
$58K 0.01%
900
267
$55K 0.01%
125
268
$51K 0.01%
2,272
-1,323
269
$49K 0.01%
445
+100
270
$47K 0.01%
800
271
$47K 0.01%
671
272
$45K 0.01%
200
273
$45K 0.01%
602
-985
274
$43K 0.01%
300
275
$43K 0.01%
1,025
-15,100
9 10
11
12 13