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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
197
-160
377
$11K ﹤0.01%
+1,000
378
$11K ﹤0.01%
117
379
$11K ﹤0.01%
551
-378
380
$11K ﹤0.01%
200
381
$10K ﹤0.01%
50
382
$10K ﹤0.01%
300
383
$10K ﹤0.01%
300
384
$10K ﹤0.01%
+400
385
$10K ﹤0.01%
360
386
$10K ﹤0.01%
+95
387
$10K ﹤0.01%
175
388
$10K ﹤0.01%
200
389
$9K ﹤0.01%
275
390
$9K ﹤0.01%
40
391
$9K ﹤0.01%
100
392
$9K ﹤0.01%
150
393
$9K ﹤0.01%
490
-168
394
$8K ﹤0.01%
200
395
$8K ﹤0.01%
57
396
$8K ﹤0.01%
186
-105
397
$8K ﹤0.01%
200
398
$8K ﹤0.01%
350
399
$8K ﹤0.01%
1,000
400
$7K ﹤0.01%
+200
14 15
16
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