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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$105K 0.01%
2,590
277
$104K 0.01%
775
278
$102K 0.01%
1,109
279
$97K 0.01%
1,200
280
$96K 0.01%
266
281
$94K 0.01%
3,600
282
$94K 0.01%
1,422
283
$92K 0.01%
400
284
$91K 0.01%
995
-190
285
$91K 0.01%
1,103
286
$89K 0.01%
649
+6
287
$88K 0.01%
598
-15
288
$85K 0.01%
344
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289
$84K 0.01%
1,195
290
$83K 0.01%
978
-36
291
$83K 0.01%
550
292
$83K 0.01%
372
293
$82K 0.01%
2,504
-953
294
$78K 0.01%
950
295
$77K 0.01%
1,148
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296
$76K 0.01%
305
-22
297
$76K 0.01%
400
298
$75K 0.01%
5,050
-300
299
$75K 0.01%
2,958
300
$71K 0.01%
200
10 11
12
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