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
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.62M
3
+$1.58M
4
LLY icon
Eli Lilly
LLY
+$1.13M
5
CRM icon
Salesforce
CRM
+$585K

Top Sells

1
+$1.36M
2
+$1.3M
3
+$1.17M
4
BMO icon
Bank of Montreal
BMO
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 32.14%
2 Financials 14.12%
3 Consumer Discretionary 11.66%
4 Healthcare 11.01%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K ﹤0.01%
100
327
$16K ﹤0.01%
380
328
$15K ﹤0.01%
450
329
$15K ﹤0.01%
350
330
$15K ﹤0.01%
625
331
$15K ﹤0.01%
+20
332
$14K ﹤0.01%
400
333
$14K ﹤0.01%
20
334
$14K ﹤0.01%
+110
335
$13K ﹤0.01%
625
336
$13K ﹤0.01%
68
337
$13K ﹤0.01%
180
338
$13K ﹤0.01%
356
339
$12K ﹤0.01%
117
340
$12K ﹤0.01%
400
341
$12K ﹤0.01%
400
342
$12K ﹤0.01%
+252
343
$11K ﹤0.01%
450
344
$11K ﹤0.01%
+150
345
$11K ﹤0.01%
500
-10,750
346
$11K ﹤0.01%
125
-300
347
$11K ﹤0.01%
105
348
$10K ﹤0.01%
+100
349
$10K ﹤0.01%
+400
350
$10K ﹤0.01%
240
12 13
14
15 16