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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$63K 0.01%
1,200
277
$61K 0.01%
472
278
$60K 0.01%
526
-461
279
$60K 0.01%
140
280
$58K 0.01%
300
281
$57K 0.01%
385
282
$56K 0.01%
1,000
283
$55K 0.01%
1,319
284
$53K 0.01%
400
285
$53K 0.01%
150
286
$52K 0.01%
+670
287
$51K 0.01%
504
-300
288
$50K 0.01%
210
289
$49K 0.01%
875
290
$49K 0.01%
491
+46
291
$45K 0.01%
671
292
$43K 0.01%
3,245
293
$43K 0.01%
455
294
$41K 0.01%
300
295
$40K 0.01%
550
-150
296
$40K 0.01%
461
297
$40K 0.01%
900
298
$39K 0.01%
282
+200
299
$39K 0.01%
510
300
$38K 0.01%
195
+190
10 11
12
13 14