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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$67K 0.01%
757
302
$66K 0.01%
1,330
303
$65K 0.01%
731
304
$65K 0.01%
300
305
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529
306
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260
307
$62K 0.01%
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+1,292
308
$62K 0.01%
259
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309
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310
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311
$61K 0.01%
1,000
312
$60K 0.01%
500
313
$59K 0.01%
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314
$59K 0.01%
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315
$58K 0.01%
525
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316
$56K 0.01%
888
317
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478
318
$52K 0.01%
192
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$49K 0.01%
1,556
323
$49K 0.01%
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324
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325
$47K 0.01%
150
11 12
13
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