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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$46K 0.01%
488
+8
327
$46K 0.01%
751
328
$46K 0.01%
162
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329
$45K 0.01%
125
330
$44K 0.01%
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$44K 0.01%
200
332
$43K 0.01%
325
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150
334
$42K 0.01%
525
335
$42K 0.01%
400
336
$42K 0.01%
265
337
$42K 0.01%
210
338
$42K 0.01%
1,000
339
$41K 0.01%
473
340
$40K 0.01%
550
341
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700
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$39K 0.01%
238
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343
$38K 0.01%
400
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344
$38K 0.01%
200
345
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100
346
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347
$36K 0.01%
600
348
$36K 0.01%
265
+45
349
$34K ﹤0.01%
1,520
350
$32K ﹤0.01%
440
-1,918
12 13
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