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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
37
352
$11K ﹤0.01%
5,000
-1
353
$11K ﹤0.01%
194
354
$11K ﹤0.01%
+500
355
$11K ﹤0.01%
95
-122
356
$11K ﹤0.01%
117
357
$11K ﹤0.01%
250
358
$11K ﹤0.01%
99
359
$11K ﹤0.01%
160
360
$11K ﹤0.01%
237
-1,000
361
$10K ﹤0.01%
400
362
$9K ﹤0.01%
300
363
$9K ﹤0.01%
544
364
$9K ﹤0.01%
81
365
$8K ﹤0.01%
100
-648
366
$8K ﹤0.01%
200
-570
367
$8K ﹤0.01%
70
368
$8K ﹤0.01%
140
369
$7K ﹤0.01%
400
370
$7K ﹤0.01%
200
371
$7K ﹤0.01%
337
372
$7K ﹤0.01%
93
-202
373
$7K ﹤0.01%
100
374
$7K ﹤0.01%
175
375
$7K ﹤0.01%
566
13 14
15
16 17