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
$741M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.05M
3
+$829K
4
CEG icon
Constellation Energy
CEG
+$632K
5
MCK icon
McKesson
MCK
+$592K

Top Sells

1
+$655K
2
+$627K
3
+$561K
4
JNJ icon
Johnson & Johnson
JNJ
+$516K
5
MSFT icon
Microsoft
MSFT
+$460K

Sector Composition

1 Technology 28.47%
2 Financials 14.03%
3 Healthcare 12.83%
4 Consumer Discretionary 11.82%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$70K 0.01%
202
+9
277
$67K 0.01%
150
278
$66K 0.01%
1,319
279
$66K 0.01%
+360
280
$64K 0.01%
130
-10
281
$61K 0.01%
1,000
282
$59K 0.01%
593
283
$58K 0.01%
472
284
$55K 0.01%
875
285
$55K 0.01%
210
286
$53K 0.01%
480
287
$51K 0.01%
300
288
$51K 0.01%
682
289
$50K 0.01%
488
290
$49K 0.01%
300
291
$47K 0.01%
400
292
$44K 0.01%
500
293
$44K 0.01%
671
294
$42K 0.01%
510
295
$40K 0.01%
272
296
$40K 0.01%
50
297
$38K 0.01%
550
298
$38K 0.01%
425
-36
299
$38K 0.01%
100
300
$37K 0.01%
+250
10 11
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