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
$774M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$2.28M
2 +$1.74M
3 +$1.73M
4
CCOI icon
Cogent Communications
CCOI
+$1.61M
5
LLY icon
Eli Lilly
LLY
+$1.51M

Top Sells

1 +$2.73M
2 +$2.11M
3 +$1.56M
4
UNH icon
UnitedHealth
UNH
+$1.47M
5
TD icon
Toronto Dominion Bank
TD
+$1.34M

Sector Composition

1 Technology 33.33%
2 Financials 12.8%
3 Consumer Discretionary 12.01%
4 Healthcare 11.1%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESML icon
351
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.23B
$7K ﹤0.01%
+148
ITOT icon
352
iShares Core S&P Total US Stock Market ETF
ITOT
$81.2B
$7K ﹤0.01%
49
NLY icon
353
Annaly Capital Management
NLY
$16B
$7K ﹤0.01%
337
SWX icon
354
Southwest Gas
SWX
$6.32B
$7K ﹤0.01%
90
SOLV icon
355
Solventum
SOLV
$11.7B
$7K ﹤0.01%
100
CTVA icon
356
Corteva
CTVA
$52.3B
$6K ﹤0.01%
85
IJJ icon
357
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8B
$6K ﹤0.01%
50
KBE icon
358
State Street SPDR S&P Bank ETF
KBE
$1.3B
$6K ﹤0.01%
100
PPL icon
359
PPL Corp
PPL
$28.3B
$6K ﹤0.01%
150
-350
AMR icon
360
Alpha Metallurgical Resources
AMR
$2.36B
$5K ﹤0.01%
31
EEMX icon
361
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$101M
$5K ﹤0.01%
+117
ESGU icon
362
iShares ESG Aware MSCI USA ETF
ESGU
$15.5B
$5K ﹤0.01%
+31
IVE icon
363
iShares S&P 500 Value ETF
IVE
$48.9B
$5K ﹤0.01%
24
MELI icon
364
Mercado Libre
MELI
$88.2B
$5K ﹤0.01%
2
MET icon
365
MetLife
MET
$45.7B
$5K ﹤0.01%
61
WBS.PRG icon
366
Webster Financial Corp 6.50% Series G Preferred Stock
WBS.PRG
$133M
$5K ﹤0.01%
200
DJT icon
367
Trump Media & Technology Group
DJT
$2.83B
$5K ﹤0.01%
275
DTCR icon
368
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.23B
$5K ﹤0.01%
225
ALTO icon
369
Alto Ingredients
ALTO
$347M
$5K ﹤0.01%
5,000
BBWI icon
370
Bath & Body Works
BBWI
$4.12B
$4K ﹤0.01%
150
BCE icon
371
BCE
BCE
$24.1B
$4K ﹤0.01%
150
HACK icon
372
Amplify Cybersecurity ETF
HACK
$1.97B
$4K ﹤0.01%
50
PRU icon
373
Prudential Financial
PRU
$33B
$4K ﹤0.01%
41
AEE icon
374
Ameren
AEE
$30.3B
$3K ﹤0.01%
30
-250
EKSO icon
375
Ekso Bionics
EKSO
$45.6M
$3K ﹤0.01%
666