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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
117
352
$10K ﹤0.01%
37
353
$10K ﹤0.01%
150
354
$10K ﹤0.01%
200
355
$9K ﹤0.01%
300
356
$9K ﹤0.01%
240
357
$9K ﹤0.01%
81
358
$9K ﹤0.01%
+75
359
$9K ﹤0.01%
1,000
-825
360
$9K ﹤0.01%
275
361
$8K ﹤0.01%
5,000
362
$8K ﹤0.01%
1,000
363
$7K ﹤0.01%
265
-13
364
$7K ﹤0.01%
124
365
$6K ﹤0.01%
150
366
$6K ﹤0.01%
+200
367
$6K ﹤0.01%
130
368
$6K ﹤0.01%
50
369
$6K ﹤0.01%
100
370
$6K ﹤0.01%
+175
371
$6K ﹤0.01%
337
372
$6K ﹤0.01%
105
373
$5K ﹤0.01%
85
374
$5K ﹤0.01%
24
375
$5K ﹤0.01%
61
13 14
15
16 17