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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
300
-3,285
352
$13K ﹤0.01%
63
-1,887
353
$12K ﹤0.01%
+1,250
354
$12K ﹤0.01%
194
-29,226
355
$12K ﹤0.01%
250
-2,300
356
$12K ﹤0.01%
125
-25
357
$12K ﹤0.01%
+300
358
$11K ﹤0.01%
117
-6,958
359
$11K ﹤0.01%
+200
360
$11K ﹤0.01%
310
-221
361
$11K ﹤0.01%
1,000
-48,957
362
$11K ﹤0.01%
900
-252,035
363
$11K ﹤0.01%
619
-1,831
364
$10K ﹤0.01%
+100
365
$10K ﹤0.01%
50
-825
366
$10K ﹤0.01%
200
-3,650
367
$10K ﹤0.01%
+68
368
$10K ﹤0.01%
67
-15,033
369
$10K ﹤0.01%
100
-22,300
370
$9K ﹤0.01%
+99
371
$9K ﹤0.01%
471
-5,929
372
$9K ﹤0.01%
+37
373
$9K ﹤0.01%
+240
374
$9K ﹤0.01%
160
-3,391
375
$9K ﹤0.01%
+90
13 14
15
16 17