RMC

Resources Management Corp Portfolio holdings

AUM $774M
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$902K
3
+$898K
4
MRK icon
Merck
MRK
+$684K
5
SCI icon
Service Corp International
SCI
+$551K

Top Sells

1
+$1.77M
2
+$1.7M
3
+$1.08M
4
HON icon
Honeywell
HON
+$980K
5
DIS icon
Walt Disney
DIS
+$826K

Sector Composition

1 Technology 27.97%
2 Financials 15.13%
3 Healthcare 12.75%
4 Consumer Discretionary 12.35%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
400
352
$11K ﹤0.01%
20
353
$10K ﹤0.01%
+625
354
$10K ﹤0.01%
+450
355
$10K ﹤0.01%
+70
356
$10K ﹤0.01%
300
357
$9K ﹤0.01%
400
+200
358
$8K ﹤0.01%
81
359
$8K ﹤0.01%
611
+200
360
$8K ﹤0.01%
100
-50
361
$8K ﹤0.01%
1,000
362
$7K ﹤0.01%
+560
363
$7K ﹤0.01%
+150
364
$7K ﹤0.01%
130
365
$7K ﹤0.01%
337
366
$6K ﹤0.01%
5,000
367
$6K ﹤0.01%
50
368
$6K ﹤0.01%
175
369
$6K ﹤0.01%
150
-150
370
$6K ﹤0.01%
105
371
$6K ﹤0.01%
1,000
372
$6K ﹤0.01%
+90
373
$5K ﹤0.01%
150
374
$5K ﹤0.01%
200
375
$5K ﹤0.01%
85
13 14
15
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