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

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

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%
5,001
352
$25K ﹤0.01%
400
-40
353
$25K ﹤0.01%
240
354
$23K ﹤0.01%
1,052
+100
355
$22K ﹤0.01%
1,000
356
$22K ﹤0.01%
200
357
$22K ﹤0.01%
1,430
358
$21K ﹤0.01%
500
359
$20K ﹤0.01%
130
360
$20K ﹤0.01%
1,482
-743
361
$19K ﹤0.01%
202
362
$19K ﹤0.01%
419
363
$18K ﹤0.01%
200
364
$18K ﹤0.01%
600
365
$18K ﹤0.01%
330
-80
366
$17K ﹤0.01%
401
+1
367
$16K ﹤0.01%
28
368
$16K ﹤0.01%
100
369
$16K ﹤0.01%
200
370
$16K ﹤0.01%
100
371
$16K ﹤0.01%
200
372
$16K ﹤0.01%
357
373
$15K ﹤0.01%
65
374
$15K ﹤0.01%
250
375
$15K ﹤0.01%
+1,000
13 14
15
16 17