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
$619M
AUM Growth
-$96.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$828K
2 +$680K
3 +$561K
4
COST icon
Costco
COST
+$546K
5
TSCO icon
Tractor Supply
TSCO
+$441K

Top Sells

1 +$955K
2 +$792K
3 +$641K
4
SBUX icon
Starbucks
SBUX
+$429K
5
QRVO icon
Qorvo
QRVO
+$409K

Sector Composition

1 Technology 23.57%
2 Healthcare 15.93%
3 Financials 13.96%
4 Consumer Discretionary 10.75%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$19K ﹤0.01%
5,001
352
$19K ﹤0.01%
360
+35
353
$19K ﹤0.01%
705
354
$19K ﹤0.01%
+350
355
$19K ﹤0.01%
351
356
$18K ﹤0.01%
1,575
357
$18K ﹤0.01%
75
358
$18K ﹤0.01%
237
359
$17K ﹤0.01%
600
360
$16K ﹤0.01%
400
361
$16K ﹤0.01%
133
362
$16K ﹤0.01%
178
363
$16K ﹤0.01%
200
364
$16K ﹤0.01%
357
365
$15K ﹤0.01%
150
366
$15K ﹤0.01%
+280
367
$15K ﹤0.01%
750
-750
368
$15K ﹤0.01%
1,306
+385
369
$15K ﹤0.01%
200
370
$15K ﹤0.01%
200
371
$15K ﹤0.01%
145
+15
372
$15K ﹤0.01%
+965
373
$15K ﹤0.01%
153
374
$14K ﹤0.01%
+200
375
$14K ﹤0.01%
150
-8