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
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$1.58M
3 +$1.51M
4
LLY icon
Eli Lilly
LLY
+$1.14M
5
CRM icon
Salesforce
CRM
+$597K

Top Sells

1 +$1.57M
2 +$1.53M
3 +$1.19M
4
BMO icon
Bank of Montreal
BMO
+$1.16M
5
CVS icon
CVS Health
CVS
+$1.07M

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
BBWI icon
376
Bath & Body Works
BBWI
$5.57B
$4K ﹤0.01%
150
HACK icon
377
Amplify Cybersecurity ETF
HACK
$2.42B
$4K ﹤0.01%
50
PRU icon
378
Prudential Financial
PRU
$36B
$4K ﹤0.01%
41
DTCR icon
379
Global X Data Center & Digital Infrastructure ETF
DTCR
$500M
$4K ﹤0.01%
225
AMR icon
380
Alpha Metallurgical Resources
AMR
$2.14B
$3K ﹤0.01%
31
+20
BCE icon
381
BCE
BCE
$22.2B
$3K ﹤0.01%
150
PDBC icon
382
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.54B
$3K ﹤0.01%
224
SLB icon
383
SLB Limited
SLB
$53.5B
$3K ﹤0.01%
100
STNE icon
384
StoneCo
STNE
$5.08B
$3K ﹤0.01%
160
VOX icon
385
Vanguard Communication Services ETF
VOX
$5.75B
$3K ﹤0.01%
18
-10
AHCO icon
386
AdaptHealth
AHCO
$1.27B
$2K ﹤0.01%
250
DUOL icon
387
Duolingo
DUOL
$14.3B
$2K ﹤0.01%
4
EKSO icon
388
Ekso Bionics
EKSO
$13.3M
$2K ﹤0.01%
666
-1
EVLV icon
389
Evolv Technologies
EVLV
$1.41B
$2K ﹤0.01%
280
GNRC icon
390
Generac Holdings
GNRC
$11.3B
$2K ﹤0.01%
15
HDV icon
391
iShares Core High Dividend ETF
HDV
$11.7B
$2K ﹤0.01%
20
IEFA icon
392
iShares Core MSCI EAFE ETF
IEFA
$158B
$2K ﹤0.01%
23
IEMG icon
393
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$2K ﹤0.01%
30
MRNA icon
394
Moderna
MRNA
$10.4B
$2K ﹤0.01%
60
-895
RPID icon
395
Rapid Micro Biosystems
RPID
$130M
$2K ﹤0.01%
500
RUN icon
396
Sunrun
RUN
$4.81B
$2K ﹤0.01%
190
-810
AAL icon
397
American Airlines Group
AAL
$9.1B
$1K ﹤0.01%
96
AMRN
398
Amarin Corp
AMRN
$408M
$1K ﹤0.01%
60
CAVA icon
399
CAVA Group
CAVA
$7.37B
$1K ﹤0.01%
6
DKNG icon
400
DraftKings
DKNG
$16.4B
$1K ﹤0.01%
20