RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
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
+$1.26M
3
+$961K
4
SBUX icon
Starbucks
SBUX
+$722K
5
UNH icon
UnitedHealth
UNH
+$636K

Top Sells

1
+$2.46M
2
+$2.42M
3
+$2.09M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.62M

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%
1,000
377
$6K ﹤0.01%
95
378
$6K ﹤0.01%
50
379
$6K ﹤0.01%
500
380
$6K ﹤0.01%
50
381
$5K ﹤0.01%
1,000
382
$5K ﹤0.01%
100
383
$5K ﹤0.01%
35
384
$5K ﹤0.01%
200
385
$5K ﹤0.01%
411
386
$5K ﹤0.01%
240
-1,670
387
$5K ﹤0.01%
50
388
$5K ﹤0.01%
200
-100
389
$5K ﹤0.01%
136
390
$4K ﹤0.01%
24
391
$4K ﹤0.01%
105
392
$4K ﹤0.01%
50
393
$4K ﹤0.01%
175
394
$4K ﹤0.01%
35
-75
395
$4K ﹤0.01%
33
-50
396
$3K ﹤0.01%
250
397
$3K ﹤0.01%
2
398
$3K ﹤0.01%
150
399
$3K ﹤0.01%
224
400
$3K ﹤0.01%
160
14 15
16
17 18