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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$40K 0.01%
1,556
302
$40K 0.01%
4,001
-293
303
$39K 0.01%
125
304
$38K 0.01%
750
305
$38K 0.01%
5,650
-3,975
306
$37K 0.01%
5,001
307
$36K 0.01%
200
308
$36K 0.01%
200
309
$36K 0.01%
200
310
$36K 0.01%
159
311
$36K 0.01%
220
+200
312
$35K 0.01%
150
313
$34K 0.01%
478
314
$33K 0.01%
752
315
$33K 0.01%
210
316
$33K 0.01%
185
317
$31K 0.01%
265
318
$31K 0.01%
1,055
-406
319
$30K 0.01%
425
+25
320
$30K 0.01%
1,000
321
$29K 0.01%
550
322
$29K 0.01%
495
-15
323
$29K 0.01%
790
324
$28K 0.01%
781
+47
325
$28K 0.01%
+200
11 12
13
14 15