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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$61K 0.01%
1,200
-738
277
$60K 0.01%
1,100
278
$60K 0.01%
550
279
$60K 0.01%
613
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280
$60K 0.01%
950
281
$57K 0.01%
325
282
$56K 0.01%
888
283
$55K 0.01%
2,005
-540
284
$55K 0.01%
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285
$52K 0.01%
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286
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3,308
-190
287
$50K 0.01%
327
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288
$49K 0.01%
1,500
289
$48K 0.01%
500
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290
$48K 0.01%
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291
$44K 0.01%
200
292
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293
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400
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294
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297
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298
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299
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150
300
$42K 0.01%
300
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12
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