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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
246
-49,708
377
$9K ﹤0.01%
34
-10,673
378
$8K ﹤0.01%
83
-10,883
379
$8K ﹤0.01%
+412
380
$8K ﹤0.01%
5,001
+4,951
381
$8K ﹤0.01%
+81
382
$8K ﹤0.01%
62
-61,497
383
$8K ﹤0.01%
400
+366
384
$8K ﹤0.01%
250
-6,635
385
$7K ﹤0.01%
+544
386
$7K ﹤0.01%
70
-6
387
$7K ﹤0.01%
275
-5,733
388
$7K ﹤0.01%
+1,000
389
$7K ﹤0.01%
20
-780
390
$7K ﹤0.01%
19
-351
391
$6K ﹤0.01%
300
+150
392
$6K ﹤0.01%
65
-285
393
$6K ﹤0.01%
500
+350
394
$5K ﹤0.01%
152
-19,623
395
$5K ﹤0.01%
50
-4,950
396
$5K ﹤0.01%
200
-1,725
397
$5K ﹤0.01%
100
-15,889
398
$5K ﹤0.01%
25
-5,327
399
$5K ﹤0.01%
200
-1,658
400
$5K ﹤0.01%
136
-264
14 15
16
17 18