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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$36K 0.01%
50
302
$35K 0.01%
145
303
$35K 0.01%
500
304
$35K 0.01%
550
+500
305
$35K 0.01%
2,500
-650
306
$34K 0.01%
100
307
$33K ﹤0.01%
276
-1
308
$31K ﹤0.01%
350
309
$31K ﹤0.01%
900
310
$31K ﹤0.01%
360
311
$30K ﹤0.01%
+60
312
$30K ﹤0.01%
1,200
313
$30K ﹤0.01%
+300
314
$30K ﹤0.01%
+70
315
$30K ﹤0.01%
330
316
$29K ﹤0.01%
116
317
$29K ﹤0.01%
2,171
-50
318
$28K ﹤0.01%
156
+120
319
$28K ﹤0.01%
290
320
$27K ﹤0.01%
295
321
$26K ﹤0.01%
291
322
$26K ﹤0.01%
250
323
$25K ﹤0.01%
250
324
$25K ﹤0.01%
525
325
$24K ﹤0.01%
350
11 12
13
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