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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$57K 0.01%
210
277
$54K 0.01%
300
278
$53K 0.01%
193
-9
279
$53K 0.01%
593
280
$48K 0.01%
632
-933
281
$48K 0.01%
900
-850
282
$45K 0.01%
300
283
$42K 0.01%
671
284
$41K 0.01%
400
285
$41K 0.01%
682
286
$41K 0.01%
100
287
$40K 0.01%
440
-40
288
$40K 0.01%
510
289
$37K 0.01%
250
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$36K ﹤0.01%
450
-50
291
$36K ﹤0.01%
272
292
$36K ﹤0.01%
250
293
$35K ﹤0.01%
300
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294
$35K ﹤0.01%
345
295
$35K ﹤0.01%
70
296
$35K ﹤0.01%
276
297
$34K ﹤0.01%
425
298
$32K ﹤0.01%
46
-4
299
$31K ﹤0.01%
140
-5
300
$31K ﹤0.01%
116
10 11
12
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