RMC
Resources Management Corp Portfolio holdings
AUM
$736M
1-Year Return
18.86%
This Quarter Return
-12.24%
1 Year Return
+18.86%
3 Year Return
+62.95%
5 Year Return
+118.37%
10 Year Return
–
AUM
$619M
AUM Growth
-$96.9M
(-14%)
Cap. Flow
-$719K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
30.87%
Holding
535
New
26
Increased
108
Reduced
145
Closed
13
Top Buys
| 1 |
M&T Bank
MTB
|
$828K |
| 2 |
O'Reilly Automotive
ORLY
|
$680K |
| 3 |
WSFS Financial
WSFS
|
$561K |
| 4 |
Costco
COST
|
$546K |
| 5 |
Tractor Supply
TSCO
|
$441K |
Top Sells
| 1 |
VF Corp
VFC
|
$955K |
| 2 |
Meta Platforms (Facebook)
META
|
$792K |
| 3 |
Apple
AAPL
|
$641K |
| 4 |
Starbucks
SBUX
|
$429K |
| 5 |
Qorvo
QRVO
|
$409K |
Sector Composition
| 1 | Technology | 23.57% |
| 2 | Healthcare | 15.93% |
| 3 | Financials | 13.96% |
| 4 | Consumer Discretionary | 10.75% |
| 5 | Industrials | 8.7% |
