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
$523M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$748K
3
+$596K
4
SBUX icon
Starbucks
SBUX
+$530K
5
LULU icon
lululemon athletica
LULU
+$412K

Top Sells

1
+$5.86M
2
+$643K
3
+$417K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$236K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Technology 24.69%
2 Healthcare 15.01%
3 Financials 13.03%
4 Consumer Discretionary 11%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$26K 0.01%
510
-145
327
$26K 0.01%
400
328
$26K 0.01%
734
-13
329
$26K 0.01%
819
330
$25K ﹤0.01%
500
331
$24K ﹤0.01%
475
332
$24K ﹤0.01%
851
333
$24K ﹤0.01%
1,000
334
$24K ﹤0.01%
+1,866
335
$23K ﹤0.01%
85
336
$23K ﹤0.01%
350
337
$22K ﹤0.01%
1,227
+2
338
$21K ﹤0.01%
+250
339
$21K ﹤0.01%
1,000
340
$20K ﹤0.01%
+1,520
341
$20K ﹤0.01%
+1,800
342
$20K ﹤0.01%
100
343
$20K ﹤0.01%
1,430
344
$19K ﹤0.01%
532
345
$19K ﹤0.01%
240
346
$18K ﹤0.01%
600
+300
347
$17K ﹤0.01%
1,575
-225
348
$17K ﹤0.01%
+2,360
349
$17K ﹤0.01%
150
350
$17K ﹤0.01%
145
12 13
14
15 16