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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

Top Sells

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

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$89K 0.01%
598
277
$88K 0.01%
649
278
$87K 0.01%
330
+25
279
$86K 0.01%
550
280
$83K 0.01%
10,883
+2,845
281
$83K 0.01%
415
+15
282
$83K 0.01%
372
283
$82K 0.01%
1,195
284
$80K 0.01%
2,375
-869
285
$79K 0.01%
978
286
$79K 0.01%
970
-25
287
$79K 0.01%
300
288
$78K 0.01%
200
289
$76K 0.01%
2,263
-241
290
$75K 0.01%
775
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291
$75K 0.01%
950
292
$72K 0.01%
5,050
293
$70K 0.01%
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-200
294
$67K 0.01%
200
295
$67K 0.01%
1,525
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296
$66K 0.01%
1,330
297
$65K 0.01%
529
298
$63K 0.01%
757
299
$62K 0.01%
125
300
$62K 0.01%
262
+3
10 11
12
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