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
$541M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$18.4M
3 +$17.9M
4
MCD icon
McDonald's
MCD
+$16.6M
5
NEE icon
NextEra Energy
NEE
+$16.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.81%
2 Financials 16.09%
3 Healthcare 13.56%
4 Consumer Discretionary 11.46%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$34K 0.01%
+145
302
$34K 0.01%
+752
303
$34K 0.01%
+200
304
$34K 0.01%
+265
305
$34K 0.01%
+200
306
$34K 0.01%
+325
307
$34K 0.01%
+1,430
308
$33K 0.01%
+580
309
$32K 0.01%
+200
310
$31K 0.01%
+790
311
$31K 0.01%
+192
312
$31K 0.01%
+500
313
$30K 0.01%
+291
314
$30K 0.01%
+381
315
$29K 0.01%
+949
316
$29K 0.01%
+210
317
$29K 0.01%
+747
318
$27K 0.01%
+300
319
$26K ﹤0.01%
+554
320
$26K ﹤0.01%
+125
321
$25K ﹤0.01%
+275
322
$25K ﹤0.01%
+750
323
$25K ﹤0.01%
+200
324
$25K ﹤0.01%
+150
325
$24K ﹤0.01%
+850