RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.62M
3
+$1.58M
4
LLY icon
Eli Lilly
LLY
+$1.13M
5
CRM icon
Salesforce
CRM
+$585K

Top Sells

1
+$1.36M
2
+$1.3M
3
+$1.17M
4
BMO icon
Bank of Montreal
BMO
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 32.14%
2 Financials 14.12%
3 Consumer Discretionary 11.66%
4 Healthcare 11.01%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
+255
352
$9K ﹤0.01%
300
353
$9K ﹤0.01%
1,601
-675
354
$9K ﹤0.01%
81
355
$9K ﹤0.01%
1,000
356
$8K ﹤0.01%
130
357
$8K ﹤0.01%
100
-150
358
$8K ﹤0.01%
611
359
$8K ﹤0.01%
100
360
$7K ﹤0.01%
49
-40
361
$7K ﹤0.01%
90
362
$6K ﹤0.01%
560
363
$6K ﹤0.01%
5,000
364
$6K ﹤0.01%
85
365
$6K ﹤0.01%
203
-175
366
$6K ﹤0.01%
54
-250
367
$6K ﹤0.01%
50
368
$6K ﹤0.01%
100
369
$6K ﹤0.01%
175
370
$6K ﹤0.01%
337
371
$5K ﹤0.01%
24
372
$5K ﹤0.01%
2
373
$5K ﹤0.01%
61
374
$5K ﹤0.01%
+200
375
$5K ﹤0.01%
275
13 14
15
16 17