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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$51K 0.01%
600
-2,865
277
$50K 0.01%
4,000
-7,605
278
$49K 0.01%
160
-58,777
279
$49K 0.01%
585
+565
280
$49K 0.01%
193
-8,469
281
$48K 0.01%
150
-30
282
$48K 0.01%
+6,701
283
$48K 0.01%
447
-78,169
284
$44K 0.01%
450
+200
285
$44K 0.01%
875
-506
286
$43K 0.01%
150
-550
287
$42K 0.01%
3,350
-6,975
288
$41K 0.01%
1,000
-14,313
289
$39K 0.01%
210
-2,790
290
$39K 0.01%
660
-340
291
$37K 0.01%
525
+380
292
$37K 0.01%
180
-91,425
293
$37K 0.01%
+490
294
$37K 0.01%
330
+140
295
$37K 0.01%
+400
296
$35K 0.01%
+300
297
$35K 0.01%
3,150
-730
298
$35K 0.01%
500
+350
299
$34K 0.01%
900
+860
300
$32K 0.01%
304
+4
10 11
12
13 14