RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$1.26M
3 +$961K
4
SBUX icon
Starbucks
SBUX
+$722K
5
UNH icon
UnitedHealth
UNH
+$636K

Top Sells

1 +$2.46M
2 +$2.42M
3 +$2.09M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.62M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$24K ﹤0.01%
250
-150
327
$23K ﹤0.01%
200
328
$22K ﹤0.01%
1,170
-10,860
329
$22K ﹤0.01%
150
330
$20K ﹤0.01%
225
331
$20K ﹤0.01%
350
332
$20K ﹤0.01%
+250
333
$19K ﹤0.01%
381
334
$19K ﹤0.01%
148
-75
335
$19K ﹤0.01%
3,509
-5,290
336
$19K ﹤0.01%
600
337
$19K ﹤0.01%
930
338
$18K ﹤0.01%
480
339
$18K ﹤0.01%
63
340
$18K ﹤0.01%
471
341
$17K ﹤0.01%
232
342
$17K ﹤0.01%
250
343
$17K ﹤0.01%
+275
344
$16K ﹤0.01%
100
345
$15K ﹤0.01%
200
346
$14K ﹤0.01%
900
347
$13K ﹤0.01%
20
348
$12K ﹤0.01%
150
349
$12K ﹤0.01%
68
350
$12K ﹤0.01%
37