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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$64K 0.01%
1,080
277
$63K 0.01%
550
278
$63K 0.01%
266
279
$63K 0.01%
845
280
$62K 0.01%
550
281
$58K 0.01%
300
282
$58K 0.01%
950
283
$57K 0.01%
675
284
$57K 0.01%
750
285
$56K 0.01%
620
+545
286
$56K 0.01%
731
287
$55K 0.01%
1,100
288
$55K 0.01%
286
289
$51K 0.01%
1,556
290
$51K 0.01%
279
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291
$46K 0.01%
600
292
$46K 0.01%
1,000
293
$44K 0.01%
580
294
$44K 0.01%
700
295
$41K 0.01%
200
296
$40K 0.01%
850
297
$40K 0.01%
752
298
$40K 0.01%
260
299
$39K 0.01%
790
300
$38K 0.01%
819
10 11
12
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