RMC
Resources Management Corp Portfolio holdings
AUM
$736M
1-Year Return
18.86%
This Quarter Return
+17.71%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$523M
AUM Growth
+$74.5M
(+17%)
Cap. Flow
+$3.12M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
31.61%
Holding
529
New
22
Increased
109
Reduced
125
Closed
40
Top Buys
| 1 |
RTN
Raytheon Company
RTN
|
+$3.98M |
| 2 |
Otis Worldwide
OTIS
|
+$748K |
| 3 |
Carrier Global
CARR
|
+$596K |
| 4 |
Starbucks
SBUX
|
+$530K |
| 5 |
lululemon athletica
LULU
|
+$412K |
Top Sells
| 1 |
RTX Corp
RTX
|
+$5.86M |
| 2 |
Avery Dennison
AVY
|
+$643K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$417K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$236K |
| 5 |
Apple
AAPL
|
+$235K |
Sector Composition
| 1 | Technology | 24.69% |
| 2 | Healthcare | 15.01% |
| 3 | Financials | 13.03% |
| 4 | Consumer Discretionary | 11% |
| 5 | Industrials | 8% |
