RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.62M
3
+$1.58M
4
LLY icon
Eli Lilly
LLY
+$1.13M
5
CRM icon
Salesforce
CRM
+$585K

Top Sells

1
+$1.36M
2
+$1.3M
3
+$1.17M
4
BMO icon
Bank of Montreal
BMO
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 32.14%
2 Financials 14.12%
3 Consumer Discretionary 11.66%
4 Healthcare 11.01%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42K 0.01%
400
277
$42K 0.01%
140
278
$41K 0.01%
510
279
$39K 0.01%
750
280
$38K 0.01%
300
281
$37K 0.01%
70
282
$37K 0.01%
276
283
$34K ﹤0.01%
865
-1,725
284
$33K ﹤0.01%
3,000
285
$33K ﹤0.01%
257
-315
286
$33K ﹤0.01%
250
287
$33K ﹤0.01%
447
-500
288
$33K ﹤0.01%
75
289
$32K ﹤0.01%
231
290
$32K ﹤0.01%
202
291
$32K ﹤0.01%
+143
292
$32K ﹤0.01%
116
293
$31K ﹤0.01%
500
294
$31K ﹤0.01%
440
295
$31K ﹤0.01%
125
296
$31K ﹤0.01%
250
297
$30K ﹤0.01%
250
298
$29K ﹤0.01%
600
299
$28K ﹤0.01%
200
300
$27K ﹤0.01%
280
10 11
12
13 14