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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
200
352
$15K ﹤0.01%
30
353
$15K ﹤0.01%
388
354
$15K ﹤0.01%
800
355
$15K ﹤0.01%
600
356
$15K ﹤0.01%
498
-5,749
357
$14K ﹤0.01%
120
358
$14K ﹤0.01%
+325
359
$14K ﹤0.01%
130
360
$14K ﹤0.01%
108
361
$14K ﹤0.01%
300
362
$14K ﹤0.01%
300
363
$14K ﹤0.01%
105
364
$13K ﹤0.01%
375
365
$13K ﹤0.01%
200
366
$13K ﹤0.01%
750
367
$13K ﹤0.01%
100
368
$13K ﹤0.01%
530
369
$13K ﹤0.01%
592
370
$13K ﹤0.01%
+300
371
$13K ﹤0.01%
75
372
$13K ﹤0.01%
98
-60
373
$12K ﹤0.01%
+611
374
$12K ﹤0.01%
150
375
$12K ﹤0.01%
197
-160
13 14
15
16 17