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
$687M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$702K
3
+$536K
4
SBUX icon
Starbucks
SBUX
+$457K
5
SNOW icon
Snowflake
SNOW
+$334K

Top Sells

1
+$722K
2
+$694K
3
+$641K
4
CSCO icon
Cisco
CSCO
+$500K
5
NVDA icon
NVIDIA
NVDA
+$471K

Sector Composition

1 Technology 29.54%
2 Financials 13.67%
3 Healthcare 12.62%
4 Consumer Discretionary 11.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K ﹤0.01%
225
327
$18K ﹤0.01%
400
-125
328
$18K ﹤0.01%
930
329
$18K ﹤0.01%
250
330
$17K ﹤0.01%
232
331
$16K ﹤0.01%
63
332
$15K ﹤0.01%
900
333
$15K ﹤0.01%
250
334
$15K ﹤0.01%
100
335
$15K ﹤0.01%
200
336
$13K ﹤0.01%
300
-81
337
$13K ﹤0.01%
37
338
$12K ﹤0.01%
150
339
$12K ﹤0.01%
99
340
$12K ﹤0.01%
68
341
$11K ﹤0.01%
194
342
$11K ﹤0.01%
250
343
$11K ﹤0.01%
320
344
$10K ﹤0.01%
400
345
$10K ﹤0.01%
117
346
$10K ﹤0.01%
20
347
$9K ﹤0.01%
300
348
$9K ﹤0.01%
544
349
$9K ﹤0.01%
65
-83
350
$9K ﹤0.01%
81
12 13
14
15 16