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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

Top Sells

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

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$41K 0.01%
265
327
$40K 0.01%
150
328
$39K 0.01%
700
329
$39K 0.01%
238
330
$39K 0.01%
350
331
$38K 0.01%
100
332
$37K 0.01%
135
333
$36K 0.01%
325
334
$36K 0.01%
600
335
$35K 0.01%
400
336
$35K 0.01%
275
+10
337
$34K ﹤0.01%
550
338
$34K ﹤0.01%
350
+125
339
$34K ﹤0.01%
200
340
$33K ﹤0.01%
1,520
341
$33K ﹤0.01%
86
+11
342
$32K ﹤0.01%
400
-125
343
$32K ﹤0.01%
200
344
$32K ﹤0.01%
934
-214
345
$29K ﹤0.01%
643
346
$26K ﹤0.01%
700
347
$26K ﹤0.01%
114
-1
348
$26K ﹤0.01%
75
349
$26K ﹤0.01%
705
350
$26K ﹤0.01%
425
12 13
14
15 16