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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7K ﹤0.01%
40
377
$7K ﹤0.01%
1,000
378
$6K ﹤0.01%
500
379
$6K ﹤0.01%
50
380
$6K ﹤0.01%
95
381
$6K ﹤0.01%
50
382
$5K ﹤0.01%
1,000
383
$5K ﹤0.01%
100
384
$5K ﹤0.01%
35
385
$5K ﹤0.01%
1,000
386
$5K ﹤0.01%
411
387
$5K ﹤0.01%
240
-1,670
388
$5K ﹤0.01%
50
389
$5K ﹤0.01%
200
-100
390
$5K ﹤0.01%
136
391
$4K ﹤0.01%
24
392
$4K ﹤0.01%
105
393
$4K ﹤0.01%
50
394
$4K ﹤0.01%
175
395
$4K ﹤0.01%
35
-75
396
$4K ﹤0.01%
33
-50
397
$3K ﹤0.01%
250
398
$3K ﹤0.01%
2
399
$3K ﹤0.01%
150
400
$3K ﹤0.01%
224
14 15
16
17 18