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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

Top Sells

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

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
118
377
$14K ﹤0.01%
50
378
$14K ﹤0.01%
540
379
$14K ﹤0.01%
200
380
$13K ﹤0.01%
900
381
$13K ﹤0.01%
132
382
$13K ﹤0.01%
325
383
$13K ﹤0.01%
80
-20
384
$13K ﹤0.01%
103
385
$12K ﹤0.01%
513
386
$12K ﹤0.01%
375
387
$12K ﹤0.01%
300
+50
388
$12K ﹤0.01%
200
389
$11K ﹤0.01%
34
+10
390
$11K ﹤0.01%
153
391
$10K ﹤0.01%
100
392
$10K ﹤0.01%
35
393
$10K ﹤0.01%
50
394
$10K ﹤0.01%
186
395
$10K ﹤0.01%
313
-52
396
$10K ﹤0.01%
200
397
$10K ﹤0.01%
200
398
$10K ﹤0.01%
1,340
399
$9K ﹤0.01%
150
400
$9K ﹤0.01%
300
14 15
16
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