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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K ﹤0.01%
202
+75
377
$17K ﹤0.01%
100
378
$17K ﹤0.01%
400
379
$16K ﹤0.01%
28
380
$16K ﹤0.01%
200
381
$16K ﹤0.01%
+65
382
$16K ﹤0.01%
200
383
$16K ﹤0.01%
200
384
$16K ﹤0.01%
357
385
$15K ﹤0.01%
50
386
$15K ﹤0.01%
100
387
$15K ﹤0.01%
250
388
$14K ﹤0.01%
513
389
$14K ﹤0.01%
375
390
$14K ﹤0.01%
900
391
$14K ﹤0.01%
200
392
$13K ﹤0.01%
1,000
393
$13K ﹤0.01%
+150
394
$13K ﹤0.01%
132
395
$13K ﹤0.01%
325
396
$13K ﹤0.01%
1,340
397
$12K ﹤0.01%
35
398
$12K ﹤0.01%
250
399
$12K ﹤0.01%
103
400
$12K ﹤0.01%
153
+50
14 15
16
17 18