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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$25K ﹤0.01%
85
-60
327
$25K ﹤0.01%
+1,200
328
$24K ﹤0.01%
200
329
$23K ﹤0.01%
+1,575
330
$23K ﹤0.01%
100
331
$23K ﹤0.01%
395
+275
332
$22K ﹤0.01%
+950
333
$22K ﹤0.01%
159
334
$22K ﹤0.01%
240
335
$21K ﹤0.01%
225
+25
336
$21K ﹤0.01%
+225
337
$21K ﹤0.01%
150
338
$20K ﹤0.01%
165
339
$19K ﹤0.01%
200
-2,300
340
$19K ﹤0.01%
+1,200
341
$19K ﹤0.01%
235
342
$18K ﹤0.01%
150
-50
343
$18K ﹤0.01%
100
344
$17K ﹤0.01%
290
345
$17K ﹤0.01%
150
346
$16K ﹤0.01%
+190
347
$16K ﹤0.01%
325
348
$16K ﹤0.01%
376
-934
349
$16K ﹤0.01%
+600
350
$15K ﹤0.01%
350
12 13
14
15 16