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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$30K ﹤0.01%
3,000
-424
302
$29K ﹤0.01%
202
303
$28K ﹤0.01%
631
304
$28K ﹤0.01%
150
305
$27K ﹤0.01%
60
306
$27K ﹤0.01%
500
-500
307
$27K ﹤0.01%
1,500
308
$25K ﹤0.01%
280
+250
309
$25K ﹤0.01%
425
-450
310
$25K ﹤0.01%
200
311
$25K ﹤0.01%
295
312
$24K ﹤0.01%
350
313
$24K ﹤0.01%
195
314
$24K ﹤0.01%
250
315
$24K ﹤0.01%
250
316
$24K ﹤0.01%
345
-143
317
$23K ﹤0.01%
350
318
$23K ﹤0.01%
600
319
$22K ﹤0.01%
204
320
$21K ﹤0.01%
273
-37
321
$21K ﹤0.01%
+450
322
$20K ﹤0.01%
350
323
$19K ﹤0.01%
232
324
$19K ﹤0.01%
250
325
$18K ﹤0.01%
600
11 12
13
14 15