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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

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
$24K ﹤0.01%
650
328
$23K ﹤0.01%
200
329
$22K ﹤0.01%
1,170
-10,860
330
$22K ﹤0.01%
150
331
$20K ﹤0.01%
225
332
$20K ﹤0.01%
350
333
$20K ﹤0.01%
+250
334
$19K ﹤0.01%
381
335
$19K ﹤0.01%
148
-75
336
$19K ﹤0.01%
3,509
-5,290
337
$19K ﹤0.01%
600
338
$19K ﹤0.01%
930
339
$18K ﹤0.01%
480
340
$18K ﹤0.01%
63
341
$18K ﹤0.01%
471
342
$17K ﹤0.01%
232
343
$17K ﹤0.01%
250
344
$17K ﹤0.01%
+275
345
$16K ﹤0.01%
100
346
$15K ﹤0.01%
200
347
$14K ﹤0.01%
900
348
$13K ﹤0.01%
20
349
$12K ﹤0.01%
150
350
$12K ﹤0.01%
68
12 13
14
15 16