RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
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
+$1.26M
3
+$961K
4
SBUX icon
Starbucks
SBUX
+$722K
5
UNH icon
UnitedHealth
UNH
+$636K

Top Sells

1
+$2.46M
2
+$2.42M
3
+$2.09M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.62M

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
$35K 0.01%
145
302
$35K 0.01%
500
303
$35K 0.01%
550
+500
304
$35K 0.01%
2,500
-650
305
$34K 0.01%
100
306
$33K ﹤0.01%
276
-1
307
$31K ﹤0.01%
350
308
$31K ﹤0.01%
900
309
$31K ﹤0.01%
360
310
$30K ﹤0.01%
+60
311
$30K ﹤0.01%
1,200
312
$30K ﹤0.01%
+300
313
$30K ﹤0.01%
+70
314
$30K ﹤0.01%
330
315
$29K ﹤0.01%
2,171
-50
316
$29K ﹤0.01%
116
317
$28K ﹤0.01%
156
+120
318
$28K ﹤0.01%
290
319
$27K ﹤0.01%
590
320
$26K ﹤0.01%
291
321
$26K ﹤0.01%
250
322
$25K ﹤0.01%
250
323
$25K ﹤0.01%
525
324
$24K ﹤0.01%
650
325
$24K ﹤0.01%
350
11 12
13
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