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
$619M
AUM Growth
-$96.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$828K
2 +$680K
3 +$561K
4
COST icon
Costco
COST
+$546K
5
TSCO icon
Tractor Supply
TSCO
+$441K

Top Sells

1 +$955K
2 +$792K
3 +$641K
4
SBUX icon
Starbucks
SBUX
+$429K
5
QRVO icon
Qorvo
QRVO
+$409K

Sector Composition

1 Technology 23.57%
2 Healthcare 15.93%
3 Financials 13.96%
4 Consumer Discretionary 10.75%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$35K 0.01%
346
327
$35K 0.01%
1,000
328
$34K 0.01%
1,400
329
$33K 0.01%
500
330
$32K 0.01%
508
+83
331
$31K 0.01%
180
+165
332
$31K 0.01%
900
333
$30K ﹤0.01%
550
334
$30K ﹤0.01%
300
-50
335
$30K ﹤0.01%
150
336
$29K ﹤0.01%
390
+60
337
$27K ﹤0.01%
300
-100
338
$27K ﹤0.01%
+2,047
339
$25K ﹤0.01%
+400
340
$25K ﹤0.01%
330
-706
341
$25K ﹤0.01%
344
+194
342
$23K ﹤0.01%
300
-600
343
$22K ﹤0.01%
200
344
$22K ﹤0.01%
1,052
345
$22K ﹤0.01%
1,430
346
$21K ﹤0.01%
300
347
$20K ﹤0.01%
1,650
+650
348
$20K ﹤0.01%
295
349
$20K ﹤0.01%
200
350
$20K ﹤0.01%
+360