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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$797K
3
+$601K
4
TMO icon
Thermo Fisher Scientific
TMO
+$538K
5
FHN icon
First Horizon
FHN
+$478K

Top Sells

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K ﹤0.01%
400
-40
352
$25K ﹤0.01%
240
353
$23K ﹤0.01%
1,052
+100
354
$22K ﹤0.01%
1,000
355
$22K ﹤0.01%
200
356
$22K ﹤0.01%
1,430
357
$21K ﹤0.01%
500
358
$20K ﹤0.01%
130
359
$20K ﹤0.01%
1,482
-743
360
$19K ﹤0.01%
202
361
$19K ﹤0.01%
419
362
$18K ﹤0.01%
200
363
$18K ﹤0.01%
600
364
$18K ﹤0.01%
330
-80
365
$17K ﹤0.01%
401
+1
366
$16K ﹤0.01%
28
367
$16K ﹤0.01%
100
368
$16K ﹤0.01%
200
369
$16K ﹤0.01%
100
370
$16K ﹤0.01%
200
371
$16K ﹤0.01%
357
372
$15K ﹤0.01%
65
373
$15K ﹤0.01%
250
374
$15K ﹤0.01%
+1,000
375
$15K ﹤0.01%
118
13 14
15
16 17