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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27K ﹤0.01%
201
327
$27K ﹤0.01%
500
328
$27K ﹤0.01%
819
329
$26K ﹤0.01%
851
330
$24K ﹤0.01%
85
331
$23K ﹤0.01%
1,575
332
$23K ﹤0.01%
475
333
$23K ﹤0.01%
250
334
$23K ﹤0.01%
145
335
$23K ﹤0.01%
350
336
$23K ﹤0.01%
473
-607
337
$23K ﹤0.01%
1,430
338
$20K ﹤0.01%
1,520
339
$20K ﹤0.01%
100
340
$20K ﹤0.01%
532
341
$19K ﹤0.01%
1,230
+3
342
$19K ﹤0.01%
150
343
$19K ﹤0.01%
240
344
$18K ﹤0.01%
600
345
$17K ﹤0.01%
200
346
$17K ﹤0.01%
2,360
347
$17K ﹤0.01%
200
348
$16K ﹤0.01%
750
349
$16K ﹤0.01%
290
350
$16K ﹤0.01%
150
12 13
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15 16