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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$31K 0.01%
324
-59,392
302
$28K ﹤0.01%
1,237
-5,330
303
$28K ﹤0.01%
+400
304
$28K ﹤0.01%
1,675
-85,750
305
$26K ﹤0.01%
75
-9,425
306
$26K ﹤0.01%
+345
307
$25K ﹤0.01%
425
-8,383
308
$25K ﹤0.01%
100
-499
309
$25K ﹤0.01%
900
-9,275
310
$24K ﹤0.01%
116
-17
311
$24K ﹤0.01%
350
-24
312
$24K ﹤0.01%
300
-27,483
313
$23K ﹤0.01%
290
-210
314
$23K ﹤0.01%
250
-1,275
315
$23K ﹤0.01%
145
-2,205
316
$23K ﹤0.01%
320
-73,077
317
$23K ﹤0.01%
525
-2,095
318
$22K ﹤0.01%
+72
319
$22K ﹤0.01%
200
-22,654
320
$21K ﹤0.01%
3,950
+3,750
321
$21K ﹤0.01%
125
-15,945
322
$21K ﹤0.01%
275
-12,262
323
$21K ﹤0.01%
1,000
+920
324
$20K ﹤0.01%
480
-24,819
325
$20K ﹤0.01%
300
+100
11 12
13
14 15